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) | $34,600 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,219 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,382 | $49,693+120.1% | $70,515+55.1% | $74,419+47.0% |
| Participation rate | 82.8% | 64.7%+18.2pp | 68.3%+14.5pp | 70.7%+12.1pp |
| Annual return | 13.91% | 21.22%-7.3pp | 32.77%-18.9pp | 34.38%-20.5pp |
| Employer contribution / active EE | $3,853 | $1,773+117.3% | $2,973+29.6% | $2,637+46.1% |
| Participant deferral / active EE | $4,383 | $3,376+29.8% | $4,567-4.0% | $4,528-3.2% |
| Admin fee / account holder | $201 | $316-36.3% | $6,412-96.9% | $348-42.1% |