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) | $8,687 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,190 |
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 | $27,852 | $60,323-53.8% | $81,812-66.0% | $74,495-62.6% |
| Participation rate | 79.6% | 62.9%+16.8pp | 72.3%+7.3pp | 67.2%+12.4pp |
| Annual return | 11.20% | 16.90%-5.7pp | 773.79%-762.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $500 | $2,620-80.9% | $2,912-82.8% | $2,623-80.9% |
| Participant deferral / active EE | $2,048 | $3,387-39.6% | $4,319-52.6% | $4,346-52.9% |
| Admin fee / account holder | $95 | $1,486-93.6% | $7,386-98.7% | $1,942-95.1% |