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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,782 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,849 | $47,977-42.0% | $154,107-81.9% | $56,287-50.5% |
| Participation rate | 34.0% | 66.2%-32.2pp | 83.0%-49.1pp | 69.9%-35.9pp |
| Annual return | -2.84% | 3.54%-6.4pp | 735.12%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $963 | $2,392-59.7% | $5,081-81.1% | $3,350-71.3% |
| Admin fee / account holder | $204 | $438-53.4% | $13,411-98.5% | $521-60.8% |