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 |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $58,015 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,524 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,918 | $100,801-83.2% | $149,696-88.7% | $73,409-77.0% |
| Participation rate | 91.8% | 77.7%+14.1pp | 82.5%+9.3pp | 72.2%+19.6pp |
| Annual return | 19.27% | 265.34%-246.1pp | 276.60%-257.3pp | 59.29%-40.0pp |
| Employer contribution / active EE | $882 | $3,312-73.4% | $4,644-81.0% | $2,234-60.5% |
| Participant deferral / active EE | $2,344 | $6,404-63.4% | $6,842-65.7% | $3,805-38.4% |
| Admin fee / account holder | $101 | $181-44.2% | $9,309-98.9% | $158-36.1% |