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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,569 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,515 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,513 | $65,061-59.2% | $143,757-81.6% | $66,914-60.4% |
| Participation rate | 98.7% | 65.2%+33.5pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -20.29% | -11.14%-9.2pp | -0.04%-20.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $2,614 | $2,361+10.7% | $4,951-47.2% | $2,544+2.7% |
| Participant deferral / active EE | $4,575 | $2,919+56.7% | $5,637-18.8% | $4,237+8.0% |
| Admin fee / account holder | $203 | $502-59.5% | $14,673-98.6% | $593-65.7% |