See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,079 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN (ASCENSUS) Service code 15 · EIN 82-3719843 | Recordkeeping | $3,125 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $1,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,776 | $87,870-50.2% | $113,168-61.3% | $74,304-41.1% |
| Participation rate | 76.7% | 70.7%+6.0pp | 76.6%+0.1pp | 60.3%+16.3pp |
| Annual return | 14.17% | 26.44%-12.3pp | 24.27%-10.1pp | 29.43%-15.3pp |
| Employer contribution / active EE | $1,915 | $2,277-15.9% | $2,975-35.7% | $2,241-14.6% |
| Participant deferral / active EE | $3,351 | $4,241-21.0% | $5,107-34.4% | $3,767-11.0% |
| Admin fee / account holder | $280 | $3,368-91.7% | $12,068-97.7% | $2,969-90.6% |