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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,295 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 50 · EIN 13-5674085 | Direct Payment | $2,033 |
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 | $68,697 | $62,561+9.8% | $105,218-34.7% | $52,331+31.3% |
| Participation rate | 88.0% | 70.4%+17.6pp | 77.2%+10.8pp | 68.1%+19.9pp |
| Annual return | -1.35% | 8.71%-10.1pp | 5.33%-6.7pp | 4.54%-5.9pp |
| Employer contribution / active EE | $972 | $2,137-54.5% | $3,255-70.1% | $1,882-48.4% |
| Participant deferral / active EE | $3,245 | $3,355-3.3% | $4,867-33.3% | $3,022+7.4% |
| Admin fee / account holder | $28 | $198-85.7% | $6,992-99.6% | $592-95.2% |