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) | $29,516 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,451 | $61,272-27.5% | $149,673-70.3% | $71,457-37.8% |
| Participation rate | 83.4% | 62.5%+20.9pp | 78.8%+4.6pp | 67.9%+15.5pp |
| Annual return | 13.16% | 35.85%-22.7pp | 134.42%-121.3pp | 28.85%-15.7pp |
| Employer contribution / active EE | $1,392 | $2,378-41.5% | $4,818-71.1% | $2,588-46.2% |
| Participant deferral / active EE | $3,071 | $2,917+5.3% | $5,680-45.9% | $4,289-28.4% |
| Admin fee / account holder | $224 | $1,261-82.2% | $13,210-98.3% | $1,587-85.9% |