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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $34,786 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,472 |
CHAN AND JOSE LLP1 year Filed as: CHAN, JOSE LLP Service code 10 · EIN 27-2494471 | Accounting | $11,000 |
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.)
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 | $115,426 | $78,672+46.7% | $109,143+5.8% | $85,850+34.5% |
| Participation rate | 85.3% | 68.3%+17.1pp | 75.9%+9.5pp | 69.3%+16.0pp |
| Annual return | 10.82% | 25.09%-14.3pp | 25.75%-14.9pp | 318.53%-307.7pp |
| Employer contribution / active EE | $357 | $2,735-86.9% | $3,722-90.4% | $2,565-86.1% |
| Participant deferral / active EE | $3,813 | $3,467+10.0% | $4,653-18.1% | $3,952-3.5% |
| Admin fee / account holder | $750 | $5,469-86.3% | $6,752-88.9% | $6,260-88.0% |