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) | $20,131 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,276 |
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 | $99,230 | $60,124+65.0% | $90,404+9.8% | $79,858+24.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.05% | 71.94%-51.9pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,643 | $2,068+172.9% | $3,262+73.0% | $2,471+128.4% |
| Participant deferral / active EE | $9,555 | $2,938+225.2% | $3,963+141.1% | $3,740+155.5% |
| Admin fee / account holder | $171 | $3,976-95.7% | $5,611-97.0% | $5,306-96.8% |