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 5-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 |
|---|---|---|
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $14,948 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 17 · EIN 13-5674085 | Pension Consulting | $12,285 |
MAXUS PLAN SOLUTIONS2 years Filed as: MAXUS PLAN SOLUTIONS INC. Service code 14 15720 BRISHAM HILL · CHARLOTTE, NC 28277 | Plan Administrator | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,719 | $47,126-36.9% | $149,673-80.1% | $74,419-60.1% |
| Participation rate | 77.6% | 63.4%+14.2pp | 78.8%-1.1pp | 70.7%+6.9pp |
| Annual return | 14.02% | 22.75%-8.7pp | 134.42%-120.4pp | 34.38%-20.4pp |
| Employer contribution / active EE | $9,126 | $1,905+379.0% | $4,818+89.4% | $2,637+246.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $75 | $343-78.1% | $13,210-99.4% | $348-78.4% |