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) | $18,557 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,240 |
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 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 | $55,994 | $66,310-15.6% | $93,606-40.2% | $65,185-14.1% |
| Participation rate | 53.2% | 74.0%-20.8pp | 75.8%-22.7pp | 70.2%-17.0pp |
| Annual return | 23.15% | 42.58%-19.4pp | 32.76%-9.6pp | 29.38%-6.2pp |
| Employer contribution / active EE | $711 | $2,012-64.7% | $2,718-73.9% | $2,177-67.3% |
| Participant deferral / active EE | $2,209 | $3,342-33.9% | $4,069-45.7% | $3,514-37.1% |
| Admin fee / account holder | $304 | $6,897-95.6% | $7,888-96.1% | $847-64.1% |