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,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $102,484 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $20,484 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,302 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $165,543 | $47,977+245.0% | $154,107+7.4% | $56,287+194.1% |
| Participation rate | 92.6% | 66.2%+26.5pp | 83.0%+9.6pp | 69.9%+22.8pp |
| Annual return | -5.37% | 3.54%-8.9pp | 735.12%-740.5pp | -9.96%+4.6pp |
| Employer contribution / active EE | $7,107 | $2,169+227.7% | $5,298+34.2% | $2,111+236.7% |
| Participant deferral / active EE | $5,901 | $2,392+146.7% | $5,081+16.2% | $3,350+76.2% |
| Admin fee / account holder | $793 | $438+81.0% | $13,411-94.1% | $521+52.3% |