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) | $39,557 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,950 |
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 | $174,164 | $76,670+127.2% | $96,683+80.1% | $71,457+143.7% |
| Participation rate | 93.1% | 66.6%+26.5pp | 74.3%+18.7pp | 67.9%+25.1pp |
| Annual return | 14.88% | 48.29%-33.4pp | 35.69%-20.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $5,859 | $3,031+93.3% | $3,737+56.8% | $2,588+126.4% |
| Participant deferral / active EE | $10,272 | $3,771+172.4% | $4,878+110.6% | $4,289+139.5% |
| Admin fee / account holder | $374 | $2,028-81.6% | $6,730-94.4% | $1,587-76.4% |