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 36-6071399 Service code 22 | Insurance Broker | $2,688 |
KM WAIWOOD LLC2 years Service code 15 · EIN 27-3314579 P O BOX 361790 · STRONGSVILLE, OH 44136 | Recordkeeping | $835 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
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 | $79,321 | $49,138+61.4% | $84,015-5.6% | $65,185+21.7% |
| Participation rate | 99.1% | 60.7%+38.4pp | 69.0%+30.1pp | 70.2%+28.9pp |
| Annual return | 22.85% | 23.00%-0.2pp | 71.31%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,967 | $914+224.7% | $1,983+49.6% | $2,177+36.3% |
| Participant deferral / active EE | $3,115 | $2,397+30.0% | $3,239-3.8% | $3,514-11.3% |
| Admin fee / account holder | $7 | $543-98.7% | $6,101-99.9% | $847-99.2% |