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 | $20,678 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,602 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,075 | $72,607-60.0% | $90,749-68.0% | $66,914-56.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.79% | -12.28%-0.5pp | -12.16%-0.6pp | 1.58%-14.4pp |
| Employer contribution / active EE | $1,074 | $2,369-54.6% | $2,921-63.2% | $2,544-57.8% |
| Participant deferral / active EE | $2,052 | $3,977-48.4% | $4,564-55.0% | $4,237-51.6% |
| Admin fee / account holder | $184 | $707-74.0% | $8,445-97.8% | $593-69.0% |