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 | $8,066 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $368 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $27,454 | $72,177-62.0% | $115,037-76.1% | $59,632-54.0% |
| Participation rate | 78.6% | 72.6%+6.0pp | 81.4%-2.8pp | 68.7%+9.9pp |
| Annual return | -55.28% | 12.02%-67.3pp | 26.14%-81.4pp | 2041.28%-2096.6pp |
| Employer contribution / active EE | $2,616 | $2,841-7.9% | $4,608-43.2% | $2,203+18.8% |
| Participant deferral / active EE | $9,354 | $4,783+95.6% | $6,026+55.2% | $3,192+193.1% |
| Admin fee / account holder | $14 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |