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) | $27,276 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,071 | $65,409+17.8% | $98,442-21.7% | $85,850-10.2% |
| Participation rate | 80.8% | 65.0%+15.8pp | 73.3%+7.4pp | 69.3%+11.5pp |
| Annual return | 15.48% | 21.76%-6.3pp | 1492.73%-1477.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $3,047 | $2,168+40.6% | $2,960+3.0% | $2,565+18.8% |
| Participant deferral / active EE | $8,226 | $3,166+159.8% | $4,276+92.4% | $3,952+108.2% |
| Admin fee / account holder | $408 | $4,593-91.1% | $5,949-93.1% | $6,260-93.5% |