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 18 · EIN 13-5674085 | Direct payment from the plan; Investm... | $39,620 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,531 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,030 | $78,672+155.5% | $109,143+84.2% | $85,850+134.2% |
| Participation rate | 96.3% | 68.3%+28.0pp | 75.9%+20.4pp | 69.3%+27.0pp |
| Annual return | 14.48% | 25.09%-10.6pp | 25.75%-11.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $7,527 | $2,735+175.3% | $3,722+102.2% | $2,565+193.5% |
| Participant deferral / active EE | $11,427 | $3,467+229.6% | $4,653+145.6% | $3,952+189.2% |
| Admin fee / account holder | $435 | $5,469-92.0% | $6,752-93.6% | $6,260-93.1% |