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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,860 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,678 | $51,045-59.5% | $70,515-70.7% | $71,457-71.1% |
| Participation rate | 90.1% | 59.4%+30.7pp | 68.3%+21.8pp | 67.9%+22.2pp |
| Annual return | 17.23% | 42.63%-25.4pp | 32.77%-15.5pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,931 | $1,790+7.9% | $2,973-35.1% | $2,588-25.4% |
| Participant deferral / active EE | $3,152 | $3,026+4.1% | $4,567-31.0% | $4,289-26.5% |
| Admin fee / account holder | $195 | $1,994-90.2% | $6,412-97.0% | $1,587-87.7% |