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) | $31,526 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,911 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,182 | $55,415-7.6% | $155,509-67.1% | $74,495-31.3% |
| Participation rate | 85.1% | 61.9%+23.2pp | 78.2%+6.9pp | 67.2%+17.9pp |
| Annual return | 11.53% | 268.50%-257.0pp | 64.67%-53.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,449 | $2,267-36.1% | $4,672-69.0% | $2,623-44.8% |
| Participant deferral / active EE | $3,037 | $2,836+7.1% | $5,626-46.0% | $4,346-30.1% |
| Admin fee / account holder | $222 | $1,738-87.2% | $15,912-98.6% | $1,942-88.6% |