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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $85,636 |
ASCENSUS LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
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 | $80,451 | $88,083-8.7% | $164,813-51.2% | $74,495+8.0% |
| Participation rate | 53.0% | 73.0%-20.0pp | 78.6%-25.6pp | 67.2%-14.2pp |
| Annual return | 15.09% | 17.26%-2.2pp | 69.93%-54.8pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $683 | $2,593-73.7% | $4,341-84.3% | $2,623-74.0% |
| Participant deferral / active EE | $3,617 | $4,498-19.6% | $6,031-40.0% | $4,346-16.8% |
| Admin fee / account holder | $430 | $2,234-80.7% | $12,690-96.6% | $1,942-77.8% |