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 Service code 24 · EIN 63-0371391 | Discretionary Trustee | $20,521 |
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,191 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,700 | $79,428-57.6% | $106,548-68.4% | $79,386-57.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 11.75% | 18.27%-6.5pp | 26.80%-15.1pp | 116.85%-105.1pp |
| Employer contribution / active EE | $949 | $2,234-57.5% | $2,819-66.3% | $2,427-60.9% |
| Participant deferral / active EE | $1,787 | $3,823-53.2% | $4,398-59.4% | $4,046-55.8% |
| Admin fee / account holder | $172 | $523-67.2% | $7,407-97.7% | $626-72.6% |