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 Service code 26 · EIN 13-5674085 6751 OLD JACKSONVILLE HWY · TYLER, TX 75703 | Advisory (Participants) | $24,113 |
PENSION ASSURANCE LLP7 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Participant communication; Claims pro... | $7,064 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,293 | $130,655-75.3% | $93,789-65.6% | $64,808-50.2% |
| Participation rate | 55.7% | 84.9%-29.2pp | 81.0%-25.3pp | 71.5%-15.8pp |
| Annual return | -14.95% | -14.04%-0.9pp | -11.33%-3.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $2,463 | $5,594-56.0% | $4,323-43.0% | $2,506-1.7% |
| Participant deferral / active EE | $3,994 | $8,067-50.5% | $6,094-34.5% | $4,310-7.3% |
| Admin fee / account holder | $250 | $140+78.3% | $7,195-96.5% | $188+33.1% |