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 LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $13,257 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $12,482 |
BAKER NEWMAN NOYES3 years Filed as: BAKER, NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $9,858 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,158 | $89,652+93.1% | $141,162+22.7% | $65,185+165.6% |
| Participation rate | 98.6% | 74.7%+23.9pp | 82.5%+16.2pp | 70.2%+28.4pp |
| Annual return | 22.24% | 32.79%-10.6pp | 71.39%-49.2pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,835 | $3,065-7.5% | $4,735-40.1% | $2,177+30.2% |
| Participant deferral / active EE | $7,190 | $5,691+26.3% | $6,709+7.2% | $3,514+104.6% |
| Admin fee / account holder | $66 | $569-88.4% | $10,261-99.4% | $847-92.2% |