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) | $24,852 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,299 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,339 | $67,984-42.1% | $65,493-39.9% | $74,304-47.1% |
| Participation rate | 82.4% | 66.3%+16.1pp | 73.1%+9.3pp | 60.3%+22.1pp |
| Annual return | 10.73% | 19.87%-9.1pp | 982.45%-971.7pp | 29.43%-18.7pp |
| Employer contribution / active EE | $1,457 | $2,491-41.5% | $2,574-43.4% | $2,241-35.0% |
| Participant deferral / active EE | $3,087 | $3,346-7.8% | $3,961-22.1% | $3,767-18.1% |
| Admin fee / account holder | $198 | $1,373-85.6% | $5,028-96.1% | $2,969-93.3% |