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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,581 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,969 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $5,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,424 | $129,095-53.2% | $184,200-67.2% | $77,671-22.2% |
| Participation rate | 98.8% | 87.3%+11.4pp | 86.8%+12.0pp | 70.6%+28.2pp |
| Annual return | 14.56% | 33.29%-18.7pp | 28.80%-14.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $2,110 | $4,410-52.2% | $6,424-67.2% | $2,726-22.6% |
| Participant deferral / active EE | $4,471 | $7,300-38.8% | $9,132-51.0% | $4,648-3.8% |
| Admin fee / account holder | $213 | $256-16.9% | $13,907-98.5% | $430-50.6% |