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) | $49,161 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,413 |
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 | $191,427 | $86,944+120.2% | $107,525+78.0% | $74,304+157.6% |
| Participation rate | 92.5% | 59.6%+33.0pp | 75.1%+17.4pp | 60.3%+32.2pp |
| Annual return | 14.53% | 23.52%-9.0pp | 181.32%-166.8pp | 29.43%-14.9pp |
| Employer contribution / active EE | $7,094 | $2,757+157.3% | $3,754+89.0% | $2,241+216.5% |
| Participant deferral / active EE | $10,261 | $3,554+188.7% | $5,116+100.6% | $3,767+172.4% |
| Admin fee / account holder | $387 | $3,727-89.6% | $8,919-95.7% | $2,969-87.0% |