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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,389 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,036 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $58,271 | $77,813-25.1% | $123,544-52.8% | $64,186-9.2% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.4pp |
| Annual return | -4.37% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $5,535 | $3,014+83.7% | $4,628+19.6% | $2,381+132.5% |
| Participant deferral / active EE | $8,908 | $5,240+70.0% | $6,426+38.6% | $3,470+156.8% |
| Admin fee / account holder | $45 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |