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) | $5,736 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,310 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,832 | $69,763-34.3% | $67,502-32.1% | $74,495-38.5% |
| Participation rate | 81.5% | 71.4%+10.1pp | 72.9%+8.6pp | 67.2%+14.3pp |
| Annual return | 18.55% | -40.34%+58.9pp | 3512.12%-3493.6pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,036 | $2,704-61.7% | $2,731-62.1% | $2,623-60.5% |
| Participant deferral / active EE | $3,239 | $3,636-10.9% | $4,000-19.0% | $4,346-25.5% |
| Admin fee / account holder | $42 | $896-95.3% | $3,998-99.0% | $1,942-97.8% |