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) | $21,202 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $4,662 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,465 | $70,908-7.7% | $98,907-33.8% | $73,488-10.9% |
| Participation rate | 52.3% | 73.8%-21.5pp | 76.0%-23.7pp | 70.7%-18.4pp |
| Annual return | 15.93% | 34.17%-18.2pp | 196.43%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $163 | $2,036-92.0% | $2,689-93.9% | $2,270-92.8% |
| Participant deferral / active EE | $1,636 | $3,500-53.2% | $4,244-61.4% | $3,740-56.2% |
| Admin fee / account holder | $312 | $535-41.7% | $6,642-95.3% | $513-39.2% |