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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $85,494 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $36,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,297 | $46,219-38.8% | $89,391-68.3% | $90,288-68.7% |
| Participation rate | 48.1% | 44.9%+3.2pp | 68.0%-19.9pp | 73.4%-25.3pp |
| Annual return | 13.44% | 25.71%-12.3pp | 245.62%-232.2pp | 53.97%-40.5pp |
| Employer contribution / active EE | $314 | $953-67.0% | $2,586-87.8% | $2,524-87.5% |
| Participant deferral / active EE | $1,919 | $2,136-10.2% | $3,890-50.7% | $4,232-54.7% |
| Admin fee / account holder | $132 | $147-10.0% | $4,881-97.3% | $114+15.8% |