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 8-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,218 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,399 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,834 | $54,726-45.5% | $68,793-56.6% | $64,186-53.5% |
| Participation rate | 74.5% | 68.0%+6.4pp | 72.2%+2.2pp | 69.6%+4.9pp |
| Annual return | -80.26% | -1.62%-78.6pp | -4.63%-75.6pp | 7.63%-87.9pp |
| Employer contribution / active EE | $3,246 | $1,846+75.8% | $2,625+23.6% | $2,381+36.3% |
| Participant deferral / active EE | $9,182 | $2,626+249.6% | $3,311+177.3% | $3,470+164.6% |
| Admin fee / account holder | $92 | $4,027-97.7% | $5,131-98.2% | $4,888-98.1% |