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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,842 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,379 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,033 | $44,764-3.9% | $68,791-37.4% | $64,808-33.6% |
| Participation rate | 58.4% | 64.8%-6.3pp | 69.0%-10.6pp | 71.5%-13.0pp |
| Annual return | -12.31% | -10.91%-1.4pp | -6.38%-5.9pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,493 | $1,775-15.9% | $2,655-43.8% | $2,506-40.4% |
| Participant deferral / active EE | $2,563 | $3,238-20.8% | $3,941-35.0% | $4,310-40.5% |
| Admin fee / account holder | $112 | $151-26.3% | $4,932-97.7% | $188-40.6% |