See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,580 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,105 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,283 | $109,881+12.2% | $150,045-17.8% | $84,808+45.4% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.5pp | 68.3%+25.5pp |
| Annual return | 15.48% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,665 | $3,561+2.9% | $4,693-21.9% | $2,631+39.3% |
| Participant deferral / active EE | $9,396 | $6,636+41.6% | $7,997+17.5% | $4,212+123.1% |
| Admin fee / account holder | $297 | $8,568-96.5% | $13,435-97.8% | $7,344-96.0% |