See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $54,793 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $35,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,488 | $53,165-78.4% | $86,188-86.7% | $74,419-84.6% |
| Participation rate | 67.0% | 64.9%+2.1pp | 69.0%-2.0pp | 70.7%-3.7pp |
| Annual return | 15.27% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $754 | $1,210-37.7% | $2,380-68.3% | $2,637-71.4% |
| Participant deferral / active EE | $1,328 | $3,234-59.0% | $3,985-66.7% | $4,528-70.7% |
| Admin fee / account holder | $135 | $551-75.5% | $6,852-98.0% | $348-61.2% |