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) | $35,516 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,065 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $95,808 | $59,263+61.7% | $96,562-0.8% | $79,386+20.7% |
| Participation rate | 70.2% | 61.9%+8.3pp | 69.8%+0.4pp | 70.7%-0.5pp |
| Annual return | 10.03% | 27.07%-17.0pp | 37.78%-27.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $337 | $1,216-72.3% | $2,356-85.7% | $2,427-86.1% |
| Participant deferral / active EE | $4,195 | $2,948+42.3% | $3,849+9.0% | $4,046+3.7% |
| Admin fee / account holder | $309 | $658-53.1% | $6,181-95.0% | $626-50.7% |