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) | $44,143 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,378 |
MARCUM LLP1 year Filed as: MARCUM LLP. Service code 10 · EIN 11-1986323 | Accounting | $18,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $83,042 | $81,474+1.9% | $133,956-38.0% | $73,488+13.0% |
| Participation rate | 83.1% | 76.4%+6.7pp | 79.8%+3.2pp | 70.7%+12.4pp |
| Annual return | 15.57% | 19.40%-3.8pp | 45.09%-29.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $865 | $2,209-60.9% | $3,919-77.9% | $2,270-61.9% |
| Participant deferral / active EE | $5,150 | $3,786+36.0% | $5,048+2.0% | $3,740+37.7% |
| Admin fee / account holder | $319 | $713-55.2% | $8,927-96.4% | $513-37.8% |