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) | $49,452 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,812 | $71,142-0.5% | $119,609-40.8% | $64,808+9.3% |
| Participation rate | 85.1% | 78.6%+6.5pp | 79.3%+5.9pp | 71.5%+13.7pp |
| Annual return | -6.46% | -10.01%+3.5pp | -14.97%+8.5pp | 32.82%-39.3pp |
| Employer contribution / active EE | $2,410 | $2,497-3.5% | $4,232-43.1% | $2,506-3.8% |
| Participant deferral / active EE | $5,674 | $4,490+26.4% | $5,602+1.3% | $4,310+31.6% |
| Admin fee / account holder | $242 | $162+49.0% | $10,323-97.7% | $188+28.6% |