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) | $55,702 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,063 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,299 | $47,126-20.9% | $149,673-75.1% | $74,419-49.9% |
| Participation rate | 87.0% | 63.4%+23.6pp | 78.8%+8.2pp | 70.7%+16.2pp |
| Annual return | 19.49% | 22.75%-3.3pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,469 | $1,905-22.9% | $4,818-69.5% | $2,637-44.3% |
| Participant deferral / active EE | $3,849 | $2,728+41.1% | $5,680-32.2% | $4,528-15.0% |
| Admin fee / account holder | $301 | $343-12.2% | $13,210-97.7% | $348-13.5% |