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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,036 |
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $3,753 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $43 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,771 | $81,208-39.9% | $98,907-50.7% | $79,858-38.9% |
| Participation rate | 94.2% | 72.5%+21.7pp | 76.0%+18.2pp | 69.6%+24.6pp |
| Annual return | 3.59% | 60.99%-57.4pp | 196.43%-192.8pp | 31.71%-28.1pp |
| Employer contribution / active EE | $2,271 | $1,960+15.9% | $2,689-15.5% | $2,471-8.1% |
| Participant deferral / active EE | $5,058 | $3,265+54.9% | $4,244+19.2% | $3,740+35.2% |
| Admin fee / account holder | $63 | $6,013-98.9% | $6,642-99.0% | $5,306-98.8% |