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) | $19,232 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,969 | $26,549+201.2% | $61,373+30.3% | $66,914+19.5% |
| Participation rate | 52.4% | 38.1%+14.3pp | 52.6%-0.2pp | 69.8%-17.4pp |
| Annual return | -19.34% | -16.21%-3.1pp | 338.61%-357.9pp | 1.58%-20.9pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,159-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,349 | $1,338+75.5% | $2,125+10.5% | $4,237-44.6% |
| Admin fee / account holder | $212 | $409-48.0% | $2,130-90.0% | $593-64.2% |