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 | $13,651 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,450 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $106,986 | $58,655+82.4% | $91,989+16.3% | $65,185+64.1% |
| Participation rate | 67.9% | 75.3%-7.3pp | 78.6%-10.7pp | 70.2%-2.3pp |
| Annual return | 20.84% | 33.92%-13.1pp | 69.02%-48.2pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,537 | $2,080+21.9% | $3,452-26.5% | $2,177+16.5% |
| Participant deferral / active EE | $3,233 | $5,474-40.9% | $5,923-45.4% | $3,514-8.0% |
| Admin fee / account holder | $141 | $434-67.6% | $7,743-98.2% | $847-83.4% |