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) | $96,991 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $63,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,475 | $45,031+34.3% | $84,966-28.8% | $77,643-22.1% |
| Participation rate | 83.1% | 48.7%+34.4pp | 67.5%+15.6pp | 70.6%+12.5pp |
| Annual return | 17.14% | 79.22%-62.1pp | 66.38%-49.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $993 | $1,609-38.3% | $2,727-63.6% | $2,726-63.6% |
| Participant deferral / active EE | $5,276 | $2,807+87.9% | $4,519+16.8% | $4,647+13.5% |
| Admin fee / account holder | $199 | $912-78.2% | $6,149-96.8% | $430-53.7% |