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 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $332 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $150 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 59 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,501 | $80,753-38.7% | $136,294-63.7% | $62,292-20.5% |
| Participation rate | 85.2% | 73.5%+11.7pp | 81.9%+3.3pp | 69.5%+15.7pp |
| Annual return | 19.16% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.7pp |
| Employer contribution / active EE | $2,002 | $2,884-30.6% | $4,695-57.4% | $2,042-2.0% |
| Participant deferral / active EE | $5,141 | $5,164-0.4% | $6,247-17.7% | $3,169+62.2% |
| Admin fee / account holder | $5 | $525-99.1% | $9,243-99.9% | $479-99.0% |