See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $13,762 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,526 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,557 | $86,655-74.0% | $119,609-81.1% | $66,914-66.3% |
| Participation rate | 98.2% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.4pp |
| Annual return | -16.89% | -8.00%-8.9pp | -14.97%-1.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,931 | $2,536-23.8% | $4,232-54.4% | $2,544-24.1% |
| Participant deferral / active EE | $4,352 | $4,358-0.1% | $5,602-22.3% | $4,237+2.7% |
| Admin fee / account holder | $168 | $755-77.8% | $10,323-98.4% | $593-71.7% |