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) | $23,973 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,670 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,315 | $56,423-39.2% | $77,163-55.5% | $71,457-52.0% |
| Participation rate | 97.2% | 64.3%+32.9pp | 69.6%+27.7pp | 67.9%+29.3pp |
| Annual return | 16.15% | 19.05%-2.9pp | 37.87%-21.7pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,701 | $1,866-8.8% | $2,535-32.9% | $2,588-34.2% |
| Participant deferral / active EE | $3,593 | $3,142+14.4% | $3,833-6.3% | $4,289-16.2% |
| Admin fee / account holder | $240 | $1,429-83.2% | $5,472-95.6% | $1,587-84.9% |