Filed March 9, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $15,691 |
Filed as: MERRILL LYNCH RETIREMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,444 | $52,406-49.5% | $129,207-79.5% | $74,495-64.5% |
| Participation rate | 44.7% | 53.8%-9.1pp | 69.6%-24.9pp | 67.2%-22.5pp |
| Annual return | 16.42% | 15.66%+0.8pp | 9417.33%-9400.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $824 | $1,531-46.1% | $4,153-80.2% | $2,623-68.6% |
| Participant deferral / active EE | $1,632 | $2,794-41.6% | $4,168-60.8% | $4,346-62.4% |
| Admin fee / account holder | $178 | $2,633-93.2% | $7,715-97.7% | $1,942-90.8% |