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) | $26,855 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,448 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,235 | $76,050+21.3% | $96,544-4.5% | $71,457+29.1% |
| Participation rate | 94.3% | 74.4%+19.9pp | 76.0%+18.4pp | 67.9%+26.4pp |
| Annual return | 18.77% | 22.81%-4.0pp | 25.84%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $2,808 | $2,244+25.1% | $2,965-5.3% | $2,588+8.5% |
| Participant deferral / active EE | $5,177 | $4,215+22.8% | $4,851+6.7% | $4,289+20.7% |
| Admin fee / account holder | $257 | $2,707-90.5% | $8,252-96.9% | $1,587-83.8% |