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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,507 |
Filed as: H & P TECHNOLOGIES INC Service code 50 23751 AMBER AVE · WARREN, MI 48089 | Direct Payment | $10,500 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,871 | $82,978+30.0% | $129,995-17.0% | $71,457+51.0% |
| Participation rate | 81.6% | 74.1%+7.5pp | 78.5%+3.1pp | 67.9%+13.7pp |
| Annual return | 31.32% | 20.60%+10.7pp | -137.18%+168.5pp | 28.85%+2.5pp |
| Employer contribution / active EE | $898 | $2,622-65.7% | $4,320-79.2% | $2,588-65.3% |
| Participant deferral / active EE | $5,107 | $4,432+15.2% | $5,820-12.2% | $4,289+19.1% |
| Admin fee / account holder | $199 | $1,729-88.5% | $10,614-98.1% | $1,587-87.4% |