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 RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,660 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,990 | $74,304-42.1% | $69,780-38.4% | $74,304-42.1% |
| Participation rate | 41.9% | 60.3%-18.5pp | 79.3%-37.4pp | 60.3%-18.5pp |
| Annual return | 12.35% | 29.43%-17.1pp | 26.31%-14.0pp | 29.43%-17.1pp |
| Employer contribution / active EE | $1,111 | $2,241-50.4% | $4,168-73.3% | $2,241-50.4% |
| Participant deferral / active EE | $1,464 | $3,767-61.1% | $6,164-76.3% | $3,767-61.1% |
| Admin fee / account holder | $108 | $2,969-96.4% | $7,285-98.5% | $2,969-96.4% |