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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $84,011 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $58,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,908 | $37,317-22.5% | $77,024-62.5% | $77,904-62.9% |
| Participation rate | 44.8% | 46.9%-2.0pp | 67.9%-23.1pp | 73.7%-28.8pp |
| Annual return | -15.07% | -5.88%-9.2pp | 42.32%-57.4pp | 12.21%-27.3pp |
| Employer contribution / active EE | $344 | $1,218-71.7% | $2,812-87.8% | $2,848-87.9% |
| Participant deferral / active EE | $2,165 | $2,564-15.6% | $4,426-51.1% | $4,806-55.0% |
| Admin fee / account holder | $172 | $126+37.0% | $5,425-96.8% | $133+29.9% |