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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $88,990 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $52,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,054 | $40,385-15.7% | $80,569-57.7% | $74,419-54.2% |
| Participation rate | 44.7% | 47.4%-2.7pp | 67.0%-22.3pp | 70.7%-26.0pp |
| Annual return | 16.18% | 164.85%-148.7pp | 935.43%-919.3pp | 34.38%-18.2pp |
| Employer contribution / active EE | $342 | $1,496-77.1% | $2,723-87.4% | $2,637-87.0% |
| Participant deferral / active EE | $2,178 | $2,674-18.6% | $4,447-51.0% | $4,528-51.9% |
| Admin fee / account holder | $181 | $720-74.9% | $5,377-96.6% | $348-48.1% |