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 13 · EIN 42-0127290 | Contract Administrator | $81,908 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $25,999 |
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 | $22,719 | $75,388-69.9% | $123,544-81.6% | $55,725-59.2% |
| Participation rate | 83.9% | 75.7%+8.2pp | 82.3%+1.6pp | 70.9%+13.0pp |
| Annual return | 18.69% | 4.48%+14.2pp | 119.20%-100.5pp | 244.93%-226.2pp |
| Employer contribution / active EE | $2,412 | $3,063-21.3% | $4,628-47.9% | $2,078+16.0% |
| Participant deferral / active EE | $6,011 | $5,651+6.4% | $6,426-6.4% | $3,356+79.1% |
| Admin fee / account holder | $120 | $120-0.2% | $9,284-98.7% | $115+3.8% |