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) | $36,740 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,683 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Custodial (other than securities); Di... | $100 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,810 | $64,707+150.1% | $112,228+44.2% | $68,494+136.2% |
| Participation rate | 92.6% | 67.2%+25.5pp | 75.1%+17.6pp | 67.9%+24.7pp |
| Annual return | -16.97% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $5,446 | $2,746+98.3% | $3,635+49.9% | $2,596+109.8% |
| Participant deferral / active EE | $9,357 | $3,565+162.5% | $4,728+97.9% | $4,027+132.3% |
| Admin fee / account holder | $321 | $5,232-93.9% | $6,410-95.0% | $5,403-94.1% |