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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $24,218 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,950 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,407 | $59,417-42.1% | $93,606-63.2% | $74,495-53.8% |
| Participation rate | 83.6% | 59.7%+24.0pp | 68.7%+14.9pp | 67.2%+16.4pp |
| Annual return | 14.50% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $2,045 | $1,264+61.8% | $2,420-15.5% | $2,623-22.0% |
| Participant deferral / active EE | $3,682 | $3,050+20.7% | $4,411-16.5% | $4,346-15.3% |
| Admin fee / account holder | $141 | $3,021-95.3% | $8,285-98.3% | $1,942-92.7% |