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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,628 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $25,670 |
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 | $52,597 | $101,317-48.1% | $146,958-64.2% | $74,495-29.4% |
| Participation rate | 94.7% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.5pp |
| Annual return | 15.54% | 8730.91%-8715.4pp | 418.34%-402.8pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $2,584 | $3,810-32.2% | $4,933-47.6% | $2,623-1.5% |
| Participant deferral / active EE | $8,075 | $7,303+10.6% | $8,070+0.1% | $4,346+85.8% |
| Admin fee / account holder | $257 | $1,739-85.2% | $12,998-98.0% | $1,942-86.8% |