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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,399 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,541 | $57,281-25.7% | $86,612-50.9% | $75,163-43.4% |
| Participation rate | 95.9% | 63.2%+32.7pp | 71.7%+24.2pp | 67.2%+28.7pp |
| Annual return | 16.89% | 2670.75%-2653.9pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,421 | $2,314+47.8% | $3,022+13.2% | $2,670+28.2% |
| Participant deferral / active EE | $2,919 | $3,318-12.0% | $4,438-34.2% | $4,125-29.2% |
| Admin fee / account holder | $119 | $4,112-97.1% | $5,614-97.9% | $5,651-97.9% |