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) | $28,068 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,243 | $49,451+64.3% | $79,550+2.1% | $66,914+21.4% |
| Participation rate | 47.7% | 61.3%-13.6pp | 69.5%-21.8pp | 69.8%-22.1pp |
| Annual return | -16.67% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $964 | $1,266-23.8% | $2,413-60.1% | $2,544-62.1% |
| Participant deferral / active EE | $1,979 | $3,159-37.4% | $3,985-50.4% | $4,237-53.3% |
| Admin fee / account holder | $350 | $595-41.1% | $6,832-94.9% | $593-41.0% |