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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.
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) | $20,879 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $3,775 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 15 · EIN 82-3719843 | Recordkeeping | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,987 | $79,171-58.3% | $102,423-67.8% | $74,495-55.7% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+16.0pp |
| Annual return | 7.01% | 54.93%-47.9pp | 29.32%-22.3pp | 1364.94%-1357.9pp |
| Employer contribution / active EE | $1,992 | $2,362-15.7% | $3,023-34.1% | $2,623-24.0% |
| Participant deferral / active EE | $3,192 | $4,415-27.7% | $5,053-36.8% | $4,346-26.5% |
| Admin fee / account holder | $249 | $2,001-87.6% | $9,451-97.4% | $1,942-87.2% |