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 | $67,984+8.2% | $65,493+12.3% | $74,304-1.0% |
| Participation rate | 91.3% | 66.3%+25.0pp | 73.1%+18.2pp | 60.3%+31.0pp |
| Annual return | 13.31% | 19.87%-6.6pp | 982.45%-969.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $3,858 | $2,491+54.9% | $2,574+49.9% | $2,241+72.1% |
| Participant deferral / active EE | $4,711 | $3,346+40.8% | $3,961+18.9% | $3,767+25.0% |
| Admin fee / account holder | $254 | $1,373-81.5% | $5,028-95.0% | $2,969-91.5% |