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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,191 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,152 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,800 | $58,879-32.4% | $178,490-77.7% | $73,488-45.8% |
| Participation rate | 90.1% | 66.2%+23.9pp | 81.9%+8.2pp | 70.7%+19.4pp |
| Annual return | 18.13% | 24.86%-6.7pp | 151.07%-132.9pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,322 | $2,236-40.9% | $5,011-73.6% | $2,270-41.8% |
| Participant deferral / active EE | $3,024 | $2,567+17.8% | $5,202-41.9% | $3,740-19.1% |
| Admin fee / account holder | $117 | $400-70.9% | $13,984-99.2% | $513-77.3% |