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) | $41,673 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,685 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,203 | $58,879-35.1% | $178,490-78.6% | $73,488-48.0% |
| Participation rate | 75.8% | 66.2%+9.6pp | 81.9%-6.1pp | 70.7%+5.2pp |
| Annual return | 14.67% | 24.86%-10.2pp | 151.07%-136.4pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,296 | $2,567+28.4% | $5,202-36.6% | $3,740-11.9% |
| Admin fee / account holder | $316 | $400-21.0% | $13,984-97.7% | $513-38.4% |