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 | $58,582 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,017 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,980 | $100,801-62.3% | $149,696-74.6% | $73,409-48.3% |
| Participation rate | 67.1% | 77.7%-10.6pp | 82.5%-15.4pp | 72.2%-5.1pp |
| Annual return | 20.08% | 265.34%-245.3pp | 276.60%-256.5pp | 59.29%-39.2pp |
| Employer contribution / active EE | $2,790 | $3,312-15.8% | $4,644-39.9% | $2,234+24.9% |
| Participant deferral / active EE | $5,668 | $6,404-11.5% | $6,842-17.2% | $3,805+49.0% |
| Admin fee / account holder | $99 | $181-45.2% | $9,309-98.9% | $158-37.3% |