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) | $29,704 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,864 | $65,061-34.1% | $143,757-70.2% | $66,914-35.9% |
| Participation rate | 87.1% | 65.2%+21.9pp | 80.3%+6.8pp | 69.8%+17.3pp |
| Annual return | -13.21% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $1,379 | $2,361-41.6% | $4,951-72.1% | $2,544-45.8% |
| Participant deferral / active EE | $3,177 | $2,919+8.8% | $5,637-43.6% | $4,237-25.0% |
| Admin fee / account holder | $237 | $502-52.8% | $14,673-98.4% | $593-60.1% |