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) | $29,330 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,947 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,407 | $65,435+13.7% | $86,677-14.2% | $66,914+11.2% |
| Participation rate | 95.3% | 75.5%+19.8pp | 76.6%+18.7pp | 69.8%+25.5pp |
| Annual return | -17.00% | -10.89%-6.1pp | 35.91%-52.9pp | 1.58%-18.6pp |
| Employer contribution / active EE | $2,902 | $2,153+34.8% | $2,836+2.3% | $2,544+14.1% |
| Participant deferral / active EE | $5,348 | $4,100+30.4% | $4,656+14.9% | $4,237+26.2% |
| Admin fee / account holder | $270 | $642-57.9% | $7,493-96.4% | $593-54.5% |