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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,724 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,029 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,241 | $60,124+16.8% | $90,404-22.3% | $79,858-12.0% |
| Participation rate | 80.7% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.1pp |
| Annual return | 10.52% | 71.94%-61.4pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,854 | $2,068+38.0% | $3,262-12.5% | $2,471+15.5% |
| Participant deferral / active EE | $7,045 | $2,938+139.8% | $3,963+77.8% | $3,740+88.4% |
| Admin fee / account holder | $195 | $3,976-95.1% | $5,611-96.5% | $5,306-96.3% |