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) | $14,425 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,719 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $54,350+18.3% | $82,719-22.2% | $68,494-6.1% |
| Participation rate | 81.0% | 63.9%+17.1pp | 72.6%+8.5pp | 67.9%+13.1pp |
| Annual return | -16.75% | -13.67%-3.1pp | 701.18%-717.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,556 | $2,218+15.2% | $3,009-15.1% | $2,596-1.6% |
| Participant deferral / active EE | $6,495 | $3,246+100.1% | $4,395+47.8% | $4,027+61.3% |
| Admin fee / account holder | $209 | $4,395-95.2% | $5,329-96.1% | $5,403-96.1% |