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 |
|---|---|---|
ACOSTA & RAMIREZ1+ years Filed as: ACOSTA AND ASSOCIATES, INC Service code 99 2707 WEST MELROSE · CHICAGO, IL 60618 | Other Fees | $475 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $210 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $30,155 | $60,165-49.9% | $74,183-59.4% | $55,167-45.3% |
| Participation rate | 40.9% | 74.2%-33.2pp | 76.6%-35.7pp | 69.0%-28.1pp |
| Annual return | -0.89% | 10.00%-10.9pp | 17.74%-18.6pp | 169.23%-170.1pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $887 | $2,973-70.2% | $3,550-75.0% | $3,054-70.9% |
| Admin fee / account holder | $9 | $419-97.8% | $5,586-99.8% | $504-98.2% |