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 | $3,425 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $3,169 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $2,099 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $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 | $24,297 | $36,916-34.2% | $156,549-84.5% | $57,658-57.9% |
| Participation rate | 90.7% | 63.4%+27.3pp | 84.0%+6.7pp | 70.2%+20.5pp |
| Annual return | 10.75% | 12.38%-1.6pp | 32.23%-21.5pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,250 | $1,571-20.4% | $5,501-77.3% | $1,974-36.7% |
| Participant deferral / active EE | $2,591 | $1,926+34.5% | $4,871-46.8% | $3,061-15.4% |
| Admin fee / account holder | $15 | $82-81.5% | $13,027-99.9% | $95-83.8% |