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) | $18,945 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,702 |
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 | $96,661 | $27,839+247.2% | $58,482+65.3% | $71,457+35.3% |
| Participation rate | 52.0% | 34.5%+17.5pp | 50.9%+1.1pp | 67.9%-15.9pp |
| Annual return | 21.00% | 26.81%-5.8pp | 4239.32%-4218.3pp | 28.85%-7.8pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,987 | $1,206+147.6% | $1,924+55.3% | $4,289-30.4% |
| Admin fee / account holder | $207 | $1,641-87.4% | $2,516-91.8% | $1,587-87.0% |