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) | $7,138 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,360 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $24,541 | $58,264-57.9% | $86,612-71.7% | $71,457-65.7% |
| Participation rate | 81.0% | 65.0%+16.0pp | 71.7%+9.3pp | 67.9%+13.1pp |
| Annual return | 13.63% | 21.63%-8.0pp | 591.07%-577.4pp | 28.85%-15.2pp |
| Employer contribution / active EE | $459 | $2,574-82.2% | $3,022-84.8% | $2,588-82.3% |
| Participant deferral / active EE | $1,869 | $3,436-45.6% | $4,438-57.9% | $4,289-56.4% |
| Admin fee / account holder | $92 | $1,057-91.3% | $5,614-98.4% | $1,587-94.2% |