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 | $11,965 |
Filed as: AMERIPRISE FINANCIAL SVCS INC - 205 Service code 49 · EIN 41-0973005 | Other Services | $11,405 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,770 |
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 | $78,507 | $89,355-12.1% | $141,162-44.4% | $72,985+7.6% |
| Participation rate | 97.4% | 75.1%+22.3pp | 82.5%+15.0pp | 69.5%+27.9pp |
| Annual return | 20.73% | 111.85%-91.1pp | 71.39%-50.7pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,506 | $3,114+76.8% | $4,735+16.3% | $2,440+125.7% |
| Participant deferral / active EE | $10,149 | $5,418+87.3% | $6,709+51.3% | $3,607+181.3% |
| Admin fee / account holder | $60 | $5,958-99.0% | $10,261-99.4% | $5,124-98.8% |