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 RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $76,994 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,187 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,856 | $132,049-7.0% | $200,582-38.8% | $74,304+65.3% |
| Participation rate | 92.0% | 84.1%+7.9pp | 86.9%+5.1pp | 60.3%+31.7pp |
| Annual return | 18.14% | 22.22%-4.1pp | 42.33%-24.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $5,767 | $4,558+26.5% | $6,419-10.2% | $2,241+157.3% |
| Participant deferral / active EE | $15,736 | $7,213+118.2% | $9,331+68.6% | $3,767+317.7% |
| Admin fee / account holder | $308 | $2,405-87.2% | $16,305-98.1% | $2,969-89.6% |