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 13 · EIN 42-0127290 | Contract Administrator | $31,323 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $14,784 |
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 | $32,966 | $66,302-50.3% | $110,238-70.1% | $56,287-41.4% |
| Participation rate | 99.2% | 74.9%+24.3pp | 79.8%+19.4pp | 69.9%+29.3pp |
| Annual return | 3.96% | -1.18%+5.1pp | 314.74%-310.8pp | -9.96%+13.9pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,622 | $3,381+66.3% | $4,672+20.3% | $3,350+67.8% |
| Admin fee / account holder | $227 | $698-67.5% | $8,547-97.3% | $521-56.4% |