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 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $155,368 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $27,735 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,550 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,469 | $88,122-64.3% | $141,162-77.7% | $67,579-53.4% |
| Participation rate | 64.0% | 76.5%-12.5pp | 82.5%-18.5pp | 71.3%-7.3pp |
| Annual return | 30.33% | 75.40%-45.1pp | 71.39%-41.1pp | 378.56%-348.2pp |
| Employer contribution / active EE | $2,579 | $3,224-20.0% | $4,735-45.5% | $2,148+20.1% |
| Participant deferral / active EE | $5,111 | $5,958-14.2% | $6,709-23.8% | $3,539+44.4% |
| Admin fee / account holder | $56 | $131-57.3% | $10,261-99.5% | $142-60.7% |