See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,808 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 13 · EIN 65-0721164 | Contract Administrator | $2,171 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,234 | $59,417-77.7% | $93,606-85.9% | $74,495-82.2% |
| Participation rate | 63.8% | 59.7%+4.1pp | 68.7%-4.9pp | 67.2%-3.4pp |
| Annual return | 10.78% | 81.83%-71.1pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $0 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,387 | $3,050-54.5% | $4,411-68.6% | $4,346-68.1% |
| Admin fee / account holder | $94 | $3,021-96.9% | $8,285-98.9% | $1,942-95.2% |