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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,645 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $718 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $303,511 | $168,082+80.6% | $150,045+102.3% | - |
| Participation rate | 90.9% | 71.4%+19.5pp | 82.3%+8.6pp | - |
| Annual return | 15.38% | 24.81%-9.4pp | 62.55%-47.2pp | - |
| Employer contribution / active EE | $0 | $3,603-100.0% | $4,693-100.0% | - |
| Participant deferral / active EE | $12,038 | $7,053+70.7% | $7,997+50.5% | - |
| Admin fee / account holder | $66 | $7,866-99.2% | $13,435-99.5% | - |