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) | $7,385 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,813 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,617 | $51,197-55.8% | $82,719-72.7% | $66,914-66.2% |
| Participation rate | 85.2% | 67.8%+17.4pp | 72.6%+12.6pp | 69.8%+15.4pp |
| Annual return | -12.93% | -9.64%-3.3pp | 701.18%-714.1pp | 1.58%-14.5pp |
| Employer contribution / active EE | $468 | $2,611-82.1% | $3,009-84.5% | $2,544-81.6% |
| Participant deferral / active EE | $1,883 | $3,458-45.6% | $4,395-57.2% | $4,237-55.6% |
| Admin fee / account holder | $111 | $416-73.3% | $5,329-97.9% | $593-81.3% |