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) | $114,154 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $50,440 |
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 | $43,756 | $96,018-54.4% | $65,493-33.2% | $85,563-48.9% |
| Participation rate | 99.5% | 74.8%+24.7pp | 73.1%+26.5pp | 66.0%+33.6pp |
| Annual return | 11.45% | 14.51%-3.1pp | 982.45%-971.0pp | 31.51%-20.1pp |
| Employer contribution / active EE | $1,131 | $3,235-65.0% | $2,574-56.1% | $2,654-57.4% |
| Participant deferral / active EE | $4,028 | $4,055-0.7% | $3,961+1.7% | $4,375-7.9% |
| Admin fee / account holder | $154 | $271-42.9% | $5,028-96.9% | $834-81.5% |