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) | $49,365 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,547 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,560 | $61,156-27.1% | $185,823-76.0% | $79,386-43.9% |
| Participation rate | 95.7% | 66.6%+29.1pp | 81.7%+14.0pp | 70.7%+25.0pp |
| Annual return | 12.18% | 19.45%-7.3pp | 122.05%-109.9pp | 116.85%-104.7pp |
| Employer contribution / active EE | $2,590 | $2,321+11.6% | $5,167-49.9% | $2,427+6.7% |
| Participant deferral / active EE | $3,604 | $2,789+29.2% | $5,568-35.3% | $4,046-10.9% |
| Admin fee / account holder | $309 | $710-56.5% | $16,237-98.1% | $626-50.7% |