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) | $32,524 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,115 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,117 | $52,953-20.5% | $172,739-75.6% | $65,185-35.4% |
| Participation rate | 95.8% | 66.2%+29.6pp | 82.6%+13.1pp | 70.2%+25.6pp |
| Annual return | 19.21% | 30.12%-10.9pp | 802.84%-783.6pp | 29.38%-10.2pp |
| Employer contribution / active EE | $2,538 | $2,190+15.9% | $5,143-50.6% | $2,177+16.6% |
| Participant deferral / active EE | $4,129 | $2,471+67.1% | $5,198-20.6% | $3,514+17.5% |
| Admin fee / account holder | $285 | $472-39.5% | $13,954-98.0% | $847-66.3% |