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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,714 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,175 |
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 | $61,983 | $96,484-35.8% | $156,263-60.3% | $74,304-16.6% |
| Participation rate | 55.6% | 67.7%-12.1pp | 78.9%-23.4pp | 60.3%-4.8pp |
| Annual return | 13.24% | 17.73%-4.5pp | 59.47%-46.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $607 | $2,528-76.0% | $4,333-86.0% | $2,241-72.9% |
| Participant deferral / active EE | $4,027 | $4,286-6.0% | $6,158-34.6% | $3,767+6.9% |
| Admin fee / account holder | $290 | $3,728-92.2% | $14,255-98.0% | $2,969-90.2% |