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 8-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 |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $27,284 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,526 |
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 | $38,831 | $106,028-63.4% | $146,958-73.6% | $77,643-50.0% |
| Participation rate | 38.8% | 78.4%-39.5pp | 82.2%-43.3pp | 70.6%-31.8pp |
| Annual return | 17.68% | 56.73%-39.1pp | 418.34%-400.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,486 | $7,990-43.9% | $8,070-44.4% | $4,647-3.5% |
| Admin fee / account holder | $218 | $337-35.3% | $12,998-98.3% | $430-49.3% |