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 7-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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $19,286 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,121 | $59,839-48.0% | $81,983-62.0% | $79,858-61.0% |
| Participation rate | 94.3% | 61.6%+32.7pp | 69.2%+25.0pp | 69.6%+24.7pp |
| Annual return | 9.76% | 17.56%-7.8pp | 41.31%-31.6pp | 31.71%-22.0pp |
| Employer contribution / active EE | $2,352 | $1,713+37.3% | $2,498-5.8% | $2,471-4.8% |
| Participant deferral / active EE | $5,313 | $2,695+97.1% | $3,722+42.7% | $3,740+42.1% |
| Admin fee / account holder | $308 | $4,287-92.8% | $5,664-94.6% | $5,306-94.2% |