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) | $10,073 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,346 | $56,140-33.5% | $76,284-51.0% | $74,546-49.9% |
| Participation rate | 43.9% | 62.6%-18.7pp | 79.2%-35.3pp | 67.2%-23.3pp |
| Annual return | 19.23% | 13.87%+5.4pp | 13.77%+5.5pp | 1366.03%-1346.8pp |
| Employer contribution / active EE | $1,060 | $2,881-63.2% | $4,585-76.9% | $2,624-59.6% |
| Participant deferral / active EE | $1,422 | $3,154-54.9% | $5,478-74.0% | $4,347-67.3% |
| Admin fee / account holder | $116 | $776-85.1% | $5,131-97.7% | $1,944-94.0% |