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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.
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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) | $15,193 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,634 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,907 | $30,555+105.9% | $80,716-22.1% | $86,799-27.5% |
| Participation rate | 34.2% | 37.2%-3.1pp | 54.2%-20.0pp | 72.3%-38.1pp |
| Annual return | 13.50% | 30.35%-16.8pp | 87.28%-73.8pp | 97.91%-84.4pp |
| Employer contribution / active EE | $200 | $472-57.6% | $1,160-82.7% | $2,405-91.7% |
| Participant deferral / active EE | $517 | $1,050-50.8% | $2,146-75.9% | $4,131-87.5% |
| Admin fee / account holder | $157 | $135+15.8% | $3,380-95.4% | $170-7.5% |