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) | $50,616 |
NEWPORT GROUP, INC.2 years Service code 37 · EIN 27-2037969 | Loan Processing | $2,890 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,554 | $64,705+13.7% | $62,929+16.9% | $67,986+8.2% |
| Participation rate | 91.3% | 65.6%+25.7pp | 73.1%+18.2pp | 57.2%+34.1pp |
| Annual return | 13.31% | 20.31%-7.0pp | 1063.93%-1050.6pp | 31.67%-18.4pp |
| Employer contribution / active EE | $3,858 | $2,376+62.4% | $2,505+54.0% | $2,019+91.1% |
| Participant deferral / active EE | $4,711 | $3,198+47.3% | $3,888+21.2% | $3,358+40.3% |
| Admin fee / account holder | $254 | $1,428-82.2% | $5,065-95.0% | $3,203-92.1% |