Filed September 18, 2025
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) | $18,376 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,402 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $97,325 | $39,286+147.7% | $80,716+20.6% | $79,386+22.6% |
| Participation rate | 52.0% | 41.0%+11.1pp | 54.2%-2.1pp | 70.7%-18.7pp |
| Annual return | 15.48% | 98.95%-83.5pp | 87.28%-71.8pp | 116.85%-101.4pp |
| Employer contribution / active EE | $0 | $594-100.0% | $1,160-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $869 | $1,264-31.2% | $2,146-59.5% | $4,046-78.5% |
| Admin fee / account holder | $229 | $647-64.6% | $3,380-93.2% | $626-63.5% |