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) | $32,625 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,218 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Direct payment from the plan; Investm... | $18,519 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,080 | $58,879+233.0% | $178,490+9.9% | $73,488+166.8% |
| Participation rate | 90.6% | 66.2%+24.4pp | 81.9%+8.7pp | 70.7%+19.9pp |
| Annual return | 15.31% | 24.86%-9.5pp | 151.07%-135.8pp | 28.51%-13.2pp |
| Employer contribution / active EE | $7,255 | $2,236+224.4% | $5,011+44.8% | $2,270+219.6% |
| Participant deferral / active EE | $6,688 | $2,567+160.5% | $5,202+28.6% | $3,740+78.9% |
| Admin fee / account holder | $298 | $400-25.6% | $13,984-97.9% | $513-41.9% |