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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,137 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $45,641 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $5,775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,458 | $131,799-42.0% | $200,582-61.9% | $85,563-10.6% |
| Participation rate | 99.1% | 87.9%+11.1pp | 86.9%+12.2pp | 66.0%+33.1pp |
| Annual return | 16.28% | 21.59%-5.3pp | 42.33%-26.1pp | 31.51%-15.2pp |
| Employer contribution / active EE | $2,337 | $4,532-48.4% | $6,419-63.6% | $2,654-11.9% |
| Participant deferral / active EE | $5,008 | $7,702-35.0% | $9,331-46.3% | $4,375+14.5% |
| Admin fee / account holder | $294 | $235+25.2% | $16,305-98.2% | $834-64.7% |