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) | $50,224 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,447 | $65,061-45.5% | $143,757-75.3% | $66,914-47.0% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -17.92% | -11.14%-6.8pp | -0.04%-17.9pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,566 | $2,361+8.7% | $4,951-48.2% | $2,544+0.8% |
| Participant deferral / active EE | $3,686 | $2,919+26.3% | $5,637-34.6% | $4,237-13.0% |
| Admin fee / account holder | $303 | $502-39.6% | $14,673-97.9% | $593-48.9% |