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) | $51,059 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,813 | $61,272-25.2% | $149,673-69.4% | $71,457-35.9% |
| Participation rate | 97.7% | 62.5%+35.1pp | 78.8%+18.9pp | 67.9%+29.7pp |
| Annual return | 19.54% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $2,817 | $2,378+18.5% | $4,818-41.5% | $2,588+8.9% |
| Participant deferral / active EE | $3,941 | $2,917+35.1% | $5,680-30.6% | $4,289-8.1% |
| Admin fee / account holder | $312 | $1,261-75.3% | $13,210-97.6% | $1,587-80.4% |