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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 7-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 |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $71,799 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $37,498 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,496 | $29,516-37.3% | $77,482-76.1% | $90,288-79.5% |
| Participation rate | 27.8% | 33.7%-5.9pp | 54.2%-26.4pp | 73.4%-45.6pp |
| Annual return | 24.80% | 231.18%-206.4pp | 54.79%-30.0pp | 53.97%-29.2pp |
| Employer contribution / active EE | $337 | $381-11.5% | $986-65.8% | $2,524-86.6% |
| Participant deferral / active EE | $1,330 | $944+40.9% | $1,861-28.6% | $4,232-68.6% |
| Admin fee / account holder | $188 | $106+78.0% | $2,858-93.4% | $114+65.2% |