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) | $27,841 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,269 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,968 | $88,083-33.1% | $164,813-64.2% | $74,495-20.8% |
| Participation rate | 85.1% | 73.0%+12.0pp | 78.6%+6.5pp | 67.2%+17.9pp |
| Annual return | 10.53% | 17.26%-6.7pp | 69.93%-59.4pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,442 | $2,593-5.8% | $4,341-43.7% | $2,623-6.9% |
| Participant deferral / active EE | $3,887 | $4,498-13.6% | $6,031-35.6% | $4,346-10.6% |
| Admin fee / account holder | $366 | $2,234-83.6% | $12,690-97.1% | $1,942-81.2% |