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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,306 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,473 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,108 | $54,517-55.8% | $75,972-68.3% | $74,495-67.6% |
| Participation rate | 91.7% | 60.3%+31.3pp | 69.1%+22.6pp | 67.2%+24.5pp |
| Annual return | 13.71% | 31.82%-18.1pp | 359.55%-345.8pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,192 | $1,777+23.4% | $2,685-18.4% | $2,623-16.4% |
| Participant deferral / active EE | $3,435 | $3,066+12.1% | $4,255-19.3% | $4,346-21.0% |
| Admin fee / account holder | $205 | $2,229-90.8% | $6,467-96.8% | $1,942-89.4% |