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) | $13,783 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,730 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,626 | $37,393-52.9% | $77,024-77.1% | $66,914-73.7% |
| Participation rate | 91.5% | 52.9%+38.7pp | 67.9%+23.6pp | 69.8%+21.7pp |
| Annual return | -14.03% | -3.29%-10.7pp | 42.32%-56.3pp | 1.58%-15.6pp |
| Employer contribution / active EE | $1,666 | $1,531+8.8% | $2,812-40.8% | $2,544-34.5% |
| Participant deferral / active EE | $4,194 | $2,617+60.2% | $4,426-5.3% | $4,237-1.0% |
| Admin fee / account holder | $61 | $567-89.2% | $5,425-98.9% | $593-89.7% |