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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $71,446 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $18,601 |
Service code 49 · EIN 13-5674085 | Other Services | $11,584 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-2923857 | Advisory (Participants) | $0 |
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 | $150,785 | $75,284+100.3% | $91,001+65.7% | $69,631+116.5% |
| Participation rate | 99.7% | 80.4%+19.3pp | 75.6%+24.1pp | 70.7%+29.0pp |
| Annual return | 14.94% | 48.40%-33.5pp | 4.60%+10.3pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $6,176 | $2,473+149.8% | $2,456+151.5% | $2,032+203.9% |
| Participant deferral / active EE | $3,789 | $3,700+2.4% | $3,547+6.8% | $3,224+17.6% |
| Admin fee / account holder | $54 | $111-51.1% | $5,417-99.0% | $110-51.0% |