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 9-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 |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,276 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,746 | $77,899-65.7% | $149,673-82.1% | $75,163-64.4% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.8%+7.8pp | 67.2%+19.3pp |
| Annual return | 9.88% | 31.72%-21.8pp | 134.42%-124.5pp | 160.62%-150.7pp |
| Employer contribution / active EE | $1,311 | $3,137-58.2% | $4,818-72.8% | $2,670-50.9% |
| Participant deferral / active EE | $3,511 | $3,411+2.9% | $5,680-38.2% | $4,125-14.9% |
| Admin fee / account holder | $178 | $5,956-97.0% | $13,210-98.7% | $5,651-96.9% |