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 RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,690 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,179 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $1,715 |
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.
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 | $38,041 | $81,474-53.3% | $133,956-71.6% | $73,488-48.2% |
| Participation rate | 54.6% | 76.4%-21.8pp | 79.8%-25.2pp | 70.7%-16.1pp |
| Annual return | 13.81% | 19.40%-5.6pp | 45.09%-31.3pp | 28.51%-14.7pp |
| Employer contribution / active EE | $393 | $2,209-82.2% | $3,919-90.0% | $2,270-82.7% |
| Participant deferral / active EE | $2,759 | $3,786-27.1% | $5,048-45.3% | $3,740-26.2% |
| Admin fee / account holder | $153 | $713-78.6% | $8,927-98.3% | $513-70.3% |