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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,676 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,288 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $242 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,621 | $86,655-62.4% | $119,609-72.7% | $66,914-51.2% |
| Participation rate | 69.6% | 75.6%-6.0pp | 79.3%-9.7pp | 69.8%-0.2pp |
| Annual return | -12.81% | -8.00%-4.8pp | -14.97%+2.2pp | 1.58%-14.4pp |
| Employer contribution / active EE | $793 | $2,536-68.7% | $4,232-81.3% | $2,544-68.8% |
| Participant deferral / active EE | $4,859 | $4,358+11.5% | $5,602-13.3% | $4,237+14.7% |
| Admin fee / account holder | $207 | $755-72.6% | $10,323-98.0% | $593-65.2% |