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 7-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) | $27,499 |
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,116 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,325 | $91,517-0.2% | $101,248-9.8% | $73,409+24.4% |
| Participation rate | 80.6% | 73.8%+6.9pp | 75.8%+4.8pp | 72.2%+8.5pp |
| Annual return | 22.72% | 17.17%+5.6pp | 46.47%-23.7pp | 59.29%-36.6pp |
| Employer contribution / active EE | $35 | $2,877-98.8% | $3,660-99.0% | $2,234-98.4% |
| Participant deferral / active EE | $5,019 | $3,338+50.3% | $4,370+14.9% | $3,805+31.9% |
| Admin fee / account holder | $170 | $216-21.3% | $5,945-97.1% | $158+7.5% |