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 | $27,240 |
BKD, LLP3+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,826 |
Employer contribution per participant 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 | $116,554 | $66,302+75.8% | $110,238+5.7% | $56,287+107.1% |
| Participation rate | 71.0% | 74.9%-3.9pp | 79.8%-8.8pp | 69.9%+1.1pp |
| Annual return | 0.47% | -1.18%+1.6pp | 314.74%-314.3pp | -9.96%+10.4pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,041 | $3,381-10.0% | $4,672-34.9% | $3,350-9.2% |
| Admin fee / account holder | $77 | $698-89.0% | $8,547-99.1% | $521-85.2% |