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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,462 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,492 |
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 | $34,004 | $52,953-35.8% | $172,739-80.3% | $65,185-47.8% |
| Participation rate | 33.7% | 66.2%-32.5pp | 82.6%-49.0pp | 70.2%-36.5pp |
| Annual return | 16.41% | 30.12%-13.7pp | 802.84%-786.4pp | 29.38%-13.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,028 | $2,471-58.4% | $5,198-80.2% | $3,514-70.7% |
| Admin fee / account holder | $266 | $472-43.6% | $13,954-98.1% | $847-68.6% |