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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,490 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,688 |
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 | $82,583 | $54,762+50.8% | $90,281-8.5% | $72,985+13.2% |
| Participation rate | 97.8% | 65.1%+32.6pp | 73.3%+24.5pp | 69.5%+28.3pp |
| Annual return | 20.55% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $6,241 | $2,092+198.3% | $2,854+118.7% | $2,440+155.8% |
| Participant deferral / active EE | $8,712 | $2,887+201.8% | $3,885+124.2% | $3,607+141.5% |
| Admin fee / account holder | $88 | $3,972-97.8% | $5,351-98.3% | $5,124-98.3% |