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 3-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) | $17,757 |
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,207 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,120 | $27,915+101.0% | $58,482-4.0% | $75,163-25.3% |
| Participation rate | 47.4% | 38.8%+8.5pp | 50.9%-3.5pp | 67.2%-19.8pp |
| Annual return | 16.27% | 44.20%-27.9pp | 4239.32%-4223.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $400 | $669-40.3% | $1,053-62.1% | $2,670-85.0% |
| Participant deferral / active EE | $3,163 | $1,201+163.3% | $1,924+64.4% | $4,125-23.3% |
| Admin fee / account holder | $198 | $1,726-88.6% | $2,516-92.1% | $5,651-96.5% |