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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,552 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,686 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,468 | $65,409-58.0% | $98,442-72.1% | $85,850-68.0% |
| Participation rate | 82.7% | 65.0%+17.7pp | 73.3%+9.3pp | 69.3%+13.3pp |
| Annual return | 12.49% | 21.76%-9.3pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $432 | $2,168-80.1% | $2,960-85.4% | $2,565-83.2% |
| Participant deferral / active EE | $1,722 | $3,166-45.6% | $4,276-59.7% | $3,952-56.4% |
| Admin fee / account holder | $151 | $4,593-96.7% | $5,949-97.5% | $6,260-97.6% |