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) | $15,635 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,618 | $41,078-35.2% | $80,569-67.0% | $71,457-62.7% |
| Participation rate | 89.6% | 50.2%+39.4pp | 67.0%+22.6pp | 67.9%+21.7pp |
| Annual return | 22.04% | 38.45%-16.4pp | 935.43%-913.4pp | 28.85%-6.8pp |
| Employer contribution / active EE | $3,225 | $1,506+114.2% | $2,723+18.4% | $2,588+24.6% |
| Participant deferral / active EE | $5,952 | $2,699+120.5% | $4,447+33.8% | $4,289+38.8% |
| Admin fee / account holder | $83 | $1,840-95.5% | $5,377-98.5% | $1,587-94.8% |