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 | $4,588 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,530 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $654 |
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 | $25,099 | $58,879-57.4% | $178,490-85.9% | $73,488-65.8% |
| Participation rate | 85.5% | 66.2%+19.2pp | 81.9%+3.5pp | 70.7%+14.8pp |
| Annual return | -0.84% | 24.86%-25.7pp | 151.07%-151.9pp | 28.51%-29.3pp |
| Employer contribution / active EE | $1,084 | $2,236-51.5% | $5,011-78.4% | $2,270-52.2% |
| Participant deferral / active EE | $1,705 | $2,567-33.6% | $5,202-67.2% | $3,740-54.4% |
| Admin fee / account holder | $23 | $400-94.2% | $13,984-99.8% | $513-95.4% |