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) | $22,661 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,621 |
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 | $70,442 | $54,573+29.1% | $90,951-22.5% | $73,488-4.1% |
| Participation rate | 74.8% | 61.2%+13.6pp | 69.0%+5.8pp | 70.7%+4.1pp |
| Annual return | 14.41% | 16.69%-2.3pp | 134.60%-120.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $337 | $991-66.0% | $2,122-84.1% | $2,270-85.1% |
| Participant deferral / active EE | $3,969 | $2,517+57.7% | $3,373+17.7% | $3,740+6.1% |
| Admin fee / account holder | $202 | $521-61.2% | $5,959-96.6% | $513-60.6% |