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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,212 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,972 | $44,960-26.7% | $84,966-61.2% | $74,495-55.7% |
| Participation rate | 92.9% | 49.4%+43.6pp | 67.5%+25.4pp | 67.2%+25.7pp |
| Annual return | 13.59% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $3,782 | $1,457+159.6% | $2,727+38.7% | $2,623+44.2% |
| Participant deferral / active EE | $6,030 | $2,731+120.8% | $4,519+33.4% | $4,346+38.8% |
| Admin fee / account holder | $99 | $2,209-95.5% | $6,149-98.4% | $1,942-94.9% |