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) | $52,654 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,232 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,039 | $46,292-35.1% | $143,757-79.1% | $64,808-53.6% |
| Participation rate | 84.2% | 64.2%+20.0pp | 80.3%+3.9pp | 71.5%+12.7pp |
| Annual return | -17.24% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,316 | $1,910-31.1% | $4,951-73.4% | $2,506-47.5% |
| Participant deferral / active EE | $3,434 | $2,646+29.8% | $5,637-39.1% | $4,310-20.3% |
| Admin fee / account holder | $300 | $154+94.8% | $14,673-98.0% | $188+59.5% |