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) | $40,202 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $71,711 | $54,193+32.3% | $93,606-23.4% | $77,643-7.6% |
| Participation rate | 66.4% | 63.9%+2.4pp | 68.7%-2.3pp | 70.6%-4.2pp |
| Annual return | 11.28% | 30.54%-19.3pp | 133.20%-121.9pp | 31.24%-20.0pp |
| Employer contribution / active EE | $358 | $1,168-69.4% | $2,420-85.2% | $2,726-86.9% |
| Participant deferral / active EE | $3,841 | $3,144+22.2% | $4,411-12.9% | $4,647-17.3% |
| Admin fee / account holder | $268 | $576-53.4% | $8,285-96.8% | $430-37.7% |