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) | $16,845 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,404 | $123,793-32.6% | $177,821-53.1% | $79,858+4.4% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 25.39% | 22.82%+2.6pp | 48.32%-22.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $7,189 | $4,095+75.6% | $5,918+21.5% | $2,471+191.0% |
| Participant deferral / active EE | $11,636 | $5,956+95.4% | $7,714+50.8% | $3,740+211.1% |
| Admin fee / account holder | $170 | $7,243-97.6% | $12,427-98.6% | $5,306-96.8% |