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 9-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 |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,471 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,367 | $81,248-58.9% | $155,509-78.5% | $80,856-58.7% |
| Participation rate | 75.8% | 66.2%+9.6pp | 78.2%-2.4pp | 67.6%+8.2pp |
| Annual return | 14.05% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,141 | $3,100-63.2% | $4,672-75.6% | $2,755-58.6% |
| Participant deferral / active EE | $3,937 | $3,452+14.1% | $5,626-30.0% | $4,296-8.4% |
| Admin fee / account holder | $227 | $7,997-97.2% | $15,912-98.6% | $6,918-96.7% |