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) | $20,102 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $3,130 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,676 | $76,050-49.1% | $96,544-59.9% | $71,457-45.9% |
| Participation rate | 82.3% | 74.4%+7.9pp | 76.0%+6.3pp | 67.9%+14.4pp |
| Annual return | 15.24% | 22.81%-7.6pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $1,647 | $2,244-26.6% | $2,965-44.4% | $2,588-36.3% |
| Participant deferral / active EE | $2,684 | $4,215-36.3% | $4,851-44.7% | $4,289-37.4% |
| Admin fee / account holder | $223 | $2,707-91.7% | $8,252-97.3% | $1,587-85.9% |