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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,677 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,151 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,398 | $56,485-72.7% | $185,823-91.7% | $86,799-82.3% |
| Participation rate | 71.9% | 65.5%+6.4pp | 81.7%-9.8pp | 72.3%-0.4pp |
| Annual return | 14.59% | 118.04%-103.4pp | 122.05%-107.5pp | 97.91%-83.3pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,169 | $2,553-15.0% | $5,568-61.0% | $4,131-47.5% |
| Admin fee / account holder | $142 | $150-5.4% | $16,237-99.1% | $170-16.5% |