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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.
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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 15 · EIN 11-3665754 | Recordkeeping | $19,518 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,605 | $63,442-70.7% | $68,791-73.0% | $66,914-72.2% |
| Participation rate | 91.8% | 60.0%+31.8pp | 69.0%+22.8pp | 69.8%+22.0pp |
| Annual return | -17.55% | -8.29%-9.3pp | -6.38%-11.2pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,870 | $1,775+5.4% | $2,655-29.6% | $2,544-26.5% |
| Participant deferral / active EE | $2,950 | $2,945+0.2% | $3,941-25.2% | $4,237-30.4% |
| Admin fee / account holder | $201 | $577-65.2% | $4,932-95.9% | $593-66.1% |