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 | Other Services | $8,295 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $450 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 49 · EIN 13-2808480 | Other Services | $0 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,421 | $51,620-17.8% | $90,281-53.0% | $65,185-34.9% |
| Participation rate | 33.3% | 68.6%-35.3pp | 73.3%-39.9pp | 70.2%-36.9pp |
| Annual return | 18.30% | 24.94%-6.6pp | 78.10%-59.8pp | 29.38%-11.1pp |
| Employer contribution / active EE | $360 | $2,235-83.9% | $2,854-87.4% | $2,177-83.5% |
| Participant deferral / active EE | $1,222 | $2,871-57.4% | $3,885-68.6% | $3,514-65.2% |
| Admin fee / account holder | $15 | $384-96.1% | $5,351-99.7% | $847-98.2% |