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 & BENEFITS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $15,688 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,494 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 13 301 SPRINGSIDE DR · AKRON, OH 44333 | Contract Administrator | $400 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $71,253 | $100,801-29.3% | $149,696-52.4% | $73,409-2.9% |
| Participation rate | 10.6% | 77.7%-67.1pp | 82.5%-71.9pp | 72.2%-61.6pp |
| Annual return | 19.75% | 265.34%-245.6pp | 276.60%-256.9pp | 59.29%-39.5pp |
| Employer contribution / active EE | $215 | $3,312-93.5% | $4,644-95.4% | $2,234-90.4% |
| Participant deferral / active EE | $503 | $6,404-92.1% | $6,842-92.6% | $3,805-86.8% |
| Admin fee / account holder | $262 | $181+44.8% | $9,309-97.2% | $158+65.8% |