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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $47,230 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $42,055 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,753 | $84,556-35.2% | $116,228-52.9% | $74,304-26.3% |
| Participation rate | 93.4% | 66.0%+27.4pp | 74.6%+18.9pp | 60.3%+33.1pp |
| Annual return | 12.00% | 18.35%-6.4pp | 90.06%-78.1pp | 29.43%-17.4pp |
| Employer contribution / active EE | $3,396 | $2,168+56.7% | $2,994+13.4% | $2,241+51.5% |
| Participant deferral / active EE | $3,154 | $3,814-17.3% | $4,953-36.3% | $3,767-16.3% |
| Admin fee / account holder | $300 | $3,792-92.1% | $11,989-97.5% | $2,969-89.9% |