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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,780 |
Filed as: MERRILL LYNCH RETIRE & BENEFIT SVCS Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,255 | $59,097-53.9% | $82,389-66.9% | $74,304-63.3% |
| Participation rate | 86.9% | 52.8%+34.2pp | 69.5%+17.4pp | 60.3%+26.6pp |
| Annual return | 16.63% | 22.85%-6.2pp | 28.67%-12.0pp | 29.43%-12.8pp |
| Employer contribution / active EE | $1,955 | $1,601+22.1% | $2,517-22.3% | $2,241-12.8% |
| Participant deferral / active EE | $3,624 | $2,775+30.6% | $4,155-12.8% | $3,767-3.8% |
| Admin fee / account holder | $254 | $4,489-94.3% | $7,231-96.5% | $2,969-91.4% |