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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,428 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $31,086 |
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 | $97,134 | $51,288+89.4% | $81,983+18.5% | $73,409+32.3% |
| Participation rate | 89.4% | 64.0%+25.5pp | 69.2%+20.2pp | 72.2%+17.3pp |
| Annual return | 13.63% | 29.48%-15.9pp | 41.31%-27.7pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,433 | $1,487-3.6% | $2,498-42.6% | $2,234-35.9% |
| Participant deferral / active EE | $3,715 | $2,715+36.8% | $3,722-0.2% | $3,805-2.4% |
| Admin fee / account holder | $195 | $125+55.5% | $5,664-96.6% | $158+23.4% |