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) | $71,844 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,549 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,760 | $50,815-17.8% | $155,509-73.1% | $77,643-46.2% |
| Participation rate | 89.0% | 63.1%+25.9pp | 78.2%+10.8pp | 70.6%+18.4pp |
| Annual return | 15.02% | 34.80%-19.8pp | 64.67%-49.7pp | 31.24%-16.2pp |
| Employer contribution / active EE | $1,493 | $1,993-25.1% | $4,672-68.1% | $2,726-45.2% |
| Participant deferral / active EE | $3,916 | $2,822+38.8% | $5,626-30.4% | $4,647-15.7% |
| Admin fee / account holder | $335 | $437-23.4% | $15,912-97.9% | $430-22.2% |