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 17 · EIN 13-5674085 | Pension Consulting | $28,977 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,126 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,522 | $99,957+1.6% | $149,696-32.2% | $73,488+38.1% |
| Participation rate | 64.0% | 75.7%-11.7pp | 82.5%-18.4pp | 70.7%-6.7pp |
| Annual return | 17.84% | 53.87%-36.0pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $11,199 | $6,073+84.4% | $6,842+63.7% | $3,740+199.5% |
| Admin fee / account holder | $440 | $551-20.1% | $9,309-95.3% | $513-14.2% |