See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $35,609 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,145 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,560 | $64,119+11.6% | $112,228-36.2% | $66,914+6.9% |
| Participation rate | 57.3% | 68.5%-11.2pp | 75.1%-17.8pp | 69.8%-12.5pp |
| Annual return | -16.89% | -13.81%-3.1pp | 27.45%-44.3pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,069 | $3,005-64.4% | $3,635-70.6% | $2,544-58.0% |
| Participant deferral / active EE | $3,005 | $3,693-18.6% | $4,728-36.4% | $4,237-29.1% |
| Admin fee / account holder | $468 | $625-25.1% | $6,410-92.7% | $593-21.1% |