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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,012 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $2,479 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,003 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,969 | $52,953-66.1% | $172,739-89.6% | $65,185-72.4% |
| Participation rate | 91.3% | 66.2%+25.1pp | 82.6%+8.6pp | 70.2%+21.1pp |
| Annual return | 5.90% | 30.12%-24.2pp | 802.84%-796.9pp | 29.38%-23.5pp |
| Employer contribution / active EE | $1,982 | $2,190-9.5% | $5,143-61.5% | $2,177-9.0% |
| Participant deferral / active EE | $1,321 | $2,471-46.5% | $5,198-74.6% | $3,514-62.4% |
| Admin fee / account holder | $18 | $472-96.3% | $13,954-99.9% | $847-97.9% |