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) | $21,396 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,012 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,434 | $88,083-40.5% | $164,813-68.2% | $74,495-29.6% |
| Participation rate | 57.1% | 73.0%-16.0pp | 78.6%-21.6pp | 67.2%-10.1pp |
| Annual return | 11.76% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $711 | $2,593-72.6% | $4,341-83.6% | $2,623-72.9% |
| Participant deferral / active EE | $3,871 | $4,498-13.9% | $6,031-35.8% | $4,346-10.9% |
| Admin fee / account holder | $237 | $2,234-89.4% | $12,690-98.1% | $1,942-87.8% |