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) | $52,109 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,101 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,399 | $91,372-6.5% | $129,995-34.3% | $74,419+14.8% |
| Participation rate | 88.4% | 77.8%+10.6pp | 78.5%+9.9pp | 70.7%+17.7pp |
| Annual return | 15.95% | 23.21%-7.3pp | -137.18%+153.1pp | 34.38%-18.4pp |
| Employer contribution / active EE | $2,644 | $2,563+3.1% | $4,320-38.8% | $2,637+0.2% |
| Participant deferral / active EE | $6,189 | $4,721+31.1% | $5,820+6.3% | $4,528+36.7% |
| Admin fee / account holder | $251 | $283-11.6% | $10,614-97.6% | $348-28.0% |