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) | $19,875 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,540 |
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 | $57,848 | $26,549+117.9% | $61,373-5.7% | $66,914-13.5% |
| Participation rate | 39.4% | 38.1%+1.3pp | 52.6%-13.2pp | 69.8%-30.4pp |
| Annual return | -16.81% | -16.21%-0.6pp | 338.61%-355.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $310 | $651-52.4% | $1,159-73.2% | $2,544-87.8% |
| Participant deferral / active EE | $813 | $1,338-39.3% | $2,125-61.8% | $4,237-80.8% |
| Admin fee / account holder | $230 | $409-43.6% | $2,130-89.2% | $593-61.2% |