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) | $14,731 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,010 | $57,281+37.9% | $86,612-8.8% | $75,163+5.1% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 16.63% | 2670.75%-2654.1pp | 591.07%-574.4pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,858 | $2,314+66.7% | $3,022+27.6% | $2,670+44.5% |
| Participant deferral / active EE | $9,241 | $3,318+178.5% | $4,438+108.2% | $4,125+124.0% |
| Admin fee / account holder | $183 | $4,112-95.5% | $5,614-96.7% | $5,651-96.8% |