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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.
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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) | $42,627 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,293 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,880 | $55,416+163.2% | $75,972+92.0% | $77,643+87.9% |
| Participation rate | 79.9% | 63.6%+16.3pp | 69.1%+10.8pp | 70.6%+9.3pp |
| Annual return | 9.18% | 17.07%-7.9pp | 359.55%-350.4pp | 31.24%-22.1pp |
| Employer contribution / active EE | $3,471 | $1,788+94.2% | $2,685+29.3% | $2,726+27.3% |
| Participant deferral / active EE | $4,680 | $3,447+35.8% | $4,255+10.0% | $4,647+0.7% |
| Admin fee / account holder | $246 | $414-40.4% | $6,467-96.2% | $430-42.7% |