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) | $22,941 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,252 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,654 | $62,127-34.6% | $81,382-50.0% | $74,495-45.4% |
| Participation rate | 99.2% | 64.0%+35.2pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 12.52% | 16.48%-4.0pp | 24.73%-12.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,894 | $1,882+0.6% | $2,463-23.1% | $2,623-27.8% |
| Participant deferral / active EE | $3,703 | $3,229+14.7% | $3,883-4.6% | $4,346-14.8% |
| Admin fee / account holder | $247 | $1,934-87.2% | $5,768-95.7% | $1,942-87.3% |