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) | $33,342 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,407 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,374 | $79,171+33.1% | $102,423+2.9% | $74,495+41.5% |
| Participation rate | 94.5% | 74.8%+19.7pp | 76.5%+18.0pp | 67.2%+27.3pp |
| Annual return | 16.96% | 54.93%-38.0pp | 29.32%-12.4pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $2,936 | $2,362+24.3% | $3,023-2.9% | $2,623+11.9% |
| Participant deferral / active EE | $5,401 | $4,415+22.3% | $5,053+6.9% | $4,346+24.3% |
| Admin fee / account holder | $227 | $2,001-88.6% | $9,451-97.6% | $1,942-88.3% |