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) | $22,126 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,653 |
CHAN AND JOSE LLP2 years Service code 10 · EIN 27-2494471 | Accounting | $8,470 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,159 | $65,365-4.9% | $92,893-33.1% | $72,985-14.8% |
| Participation rate | 81.4% | 68.3%+13.1pp | 76.0%+5.4pp | 69.5%+11.9pp |
| Annual return | 17.73% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $332 | $2,594-87.2% | $3,653-90.9% | $2,440-86.4% |
| Participant deferral / active EE | $3,227 | $3,128+3.2% | $4,236-23.8% | $3,607-10.5% |
| Admin fee / account holder | $338 | $4,251-92.1% | $5,794-94.2% | $5,124-93.4% |