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) | $6,307 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,123 | $58,208-20.8% | $81,812-43.6% | $80,856-43.0% |
| Participation rate | 97.3% | 63.4%+33.9pp | 72.3%+25.0pp | 67.6%+29.7pp |
| Annual return | 12.99% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,488 | $2,340+49.1% | $2,912+19.8% | $2,755+26.6% |
| Participant deferral / active EE | $3,091 | $3,281-5.8% | $4,319-28.4% | $4,296-28.1% |
| Admin fee / account holder | $97 | $4,981-98.0% | $7,386-98.7% | $6,918-98.6% |