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 9-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 | $11,119 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,823 | $89,652-75.7% | $141,162-84.5% | $65,185-66.5% |
| Participation rate | 62.5% | 74.7%-12.2pp | 82.5%-20.0pp | 70.2%-7.7pp |
| Annual return | 5.98% | 32.79%-26.8pp | 71.39%-65.4pp | 29.38%-23.4pp |
| Employer contribution / active EE | $1,973 | $3,065-35.6% | $4,735-58.3% | $2,177-9.3% |
| Participant deferral / active EE | $4,358 | $5,691-23.4% | $6,709-35.0% | $3,514+24.0% |
| Admin fee / account holder | $107 | $569-81.2% | $10,261-99.0% | $847-87.4% |