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 6-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) | $8,848 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,045 | $79,171-48.2% | $102,423-59.9% | $74,495-44.9% |
| Participation rate | 81.9% | 74.8%+7.1pp | 76.5%+5.4pp | 67.2%+14.7pp |
| Annual return | 17.36% | 54.93%-37.6pp | 29.32%-12.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $769 | $2,362-67.4% | $3,023-74.6% | $2,623-70.7% |
| Participant deferral / active EE | $4,016 | $4,415-9.0% | $5,053-20.5% | $4,346-7.6% |
| Admin fee / account holder | $77 | $2,001-96.2% | $9,451-99.2% | $1,942-96.0% |