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) | $63,678 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,343 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,946 | $89,436+8.4% | $164,813-41.2% | $77,643+24.9% |
| Participation rate | 90.0% | 78.6%+11.4pp | 78.6%+11.4pp | 70.6%+19.4pp |
| Annual return | 26.88% | 28.83%-1.9pp | 69.93%-43.0pp | 31.24%-4.4pp |
| Employer contribution / active EE | $2,643 | $2,569+2.9% | $4,341-39.1% | $2,726-3.0% |
| Participant deferral / active EE | $6,090 | $4,897+24.4% | $6,031+1.0% | $4,647+31.1% |
| Admin fee / account holder | $265 | $339-22.0% | $12,690-97.9% | $430-38.5% |