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) | $35,158 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,643 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,233 | $53,165+20.8% | $86,188-25.5% | $74,419-13.7% |
| Participation rate | 70.6% | 64.9%+5.7pp | 69.0%+1.6pp | 70.7%-0.2pp |
| Annual return | 15.26% | 22.64%-7.4pp | 1168.45%-1153.2pp | 34.38%-19.1pp |
| Employer contribution / active EE | $285 | $1,210-76.4% | $2,380-88.0% | $2,637-89.2% |
| Participant deferral / active EE | $3,622 | $3,234+12.0% | $3,985-9.1% | $4,528-20.0% |
| Admin fee / account holder | $233 | $551-57.7% | $6,852-96.6% | $348-32.9% |