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) | $39,125 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,421 | $44,764+117.6% | $68,791+41.6% | $64,808+50.3% |
| Participation rate | 81.0% | 64.8%+16.2pp | 69.0%+11.9pp | 71.5%+9.5pp |
| Annual return | -16.65% | -10.91%-5.7pp | -6.38%-10.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $3,529 | $1,775+98.8% | $2,655+32.9% | $2,506+40.8% |
| Participant deferral / active EE | $3,839 | $3,238+18.6% | $3,941-2.6% | $4,310-10.9% |
| Admin fee / account holder | $224 | $151+47.9% | $4,932-95.5% | $188+19.2% |