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 | $156,318+94.2% | $145,433+108.7% | - |
| Participation rate | 90.9% | 68.6%+22.3pp | 82.1%+8.8pp | - |
| Annual return | 15.38% | 26.27%-10.9pp | 66.58%-51.2pp | - |
| Employer contribution / active EE | $0 | $3,387-100.0% | $4,554-100.0% | - |
| Participant deferral / active EE | $12,038 | $6,196+94.3% | $7,897+52.4% | - |
| Admin fee / account holder | $66 | $8,746-99.2% | $13,129-99.5% | - |