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 4-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,649 |
Filed as: MERRILL LYNCH RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $1,331 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,879 | $117,025-97.5% | $91,541-96.9% | $85,563-96.6% |
| Participation rate | 75.7% | 64.2%+11.4pp | 69.8%+5.9pp | 66.0%+9.7pp |
| Annual return | 16.62% | 18.02%-1.4pp | 20.50%-3.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $0 | $2,120-100.0% | $2,505-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $899 | $3,446-73.9% | $4,008-77.6% | $4,375-79.5% |
| Admin fee / account holder | $51 | $1,242-95.9% | $6,956-99.3% | $834-93.9% |