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 |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,603 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,196 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,230 | $46,423+96.5% | $75,886+20.2% | $67,579+35.0% |
| Participation rate | 86.6% | 63.1%+23.5pp | 69.3%+17.3pp | 71.3%+15.3pp |
| Annual return | 20.95% | 32.29%-11.3pp | 30.76%-9.8pp | 378.56%-357.6pp |
| Employer contribution / active EE | $2,574 | $1,406+83.0% | $2,500+2.9% | $2,148+19.8% |
| Participant deferral / active EE | $3,570 | $2,564+39.2% | $3,603-0.9% | $3,539+0.9% |
| Admin fee / account holder | $93 | $132-29.3% | $5,418-98.3% | $142-34.6% |