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) | $29,633 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,121 |
CHAN AND JOSE LLP3 years Service code 10 · EIN 27-2494471 | Accounting | $10,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,539 | $72,277-12.1% | $101,248-37.2% | $79,858-20.4% |
| Participation rate | 89.2% | 68.5%+20.7pp | 75.8%+13.4pp | 69.6%+19.6pp |
| Annual return | 11.40% | 22.30%-10.9pp | 46.47%-35.1pp | 31.71%-20.3pp |
| Employer contribution / active EE | $705 | $2,692-73.8% | $3,660-80.7% | $2,471-71.5% |
| Participant deferral / active EE | $3,983 | $3,282+21.4% | $4,370-8.9% | $3,740+6.5% |
| Admin fee / account holder | $377 | $4,400-91.4% | $5,945-93.7% | $5,306-92.9% |