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) | $79,427 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $61,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,735 | $40,385+45.4% | $80,569-27.1% | $74,419-21.1% |
| Participation rate | 86.1% | 47.4%+38.7pp | 67.0%+19.1pp | 70.7%+15.4pp |
| Annual return | 20.88% | 164.85%-144.0pp | 935.43%-914.5pp | 34.38%-13.5pp |
| Employer contribution / active EE | $1,069 | $1,496-28.5% | $2,723-60.7% | $2,637-59.5% |
| Participant deferral / active EE | $5,701 | $2,674+113.2% | $4,447+28.2% | $4,528+25.9% |
| Admin fee / account holder | $207 | $720-71.3% | $5,377-96.2% | $348-40.5% |