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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $46,245 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,394 | $34,677+36.7% | $77,024-38.5% | $64,808-26.9% |
| Participation rate | 83.5% | 49.8%+33.7pp | 67.9%+15.6pp | 71.5%+12.0pp |
| Annual return | -18.35% | -5.33%-13.0pp | 42.32%-60.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $1,014 | $1,370-26.0% | $2,812-64.0% | $2,506-59.6% |
| Participant deferral / active EE | $5,349 | $2,556+109.2% | $4,426+20.8% | $4,310+24.1% |
| Admin fee / account holder | $93 | $179-48.1% | $5,425-98.3% | $188-50.7% |