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 |
|---|---|---|
BBENEFITS LLC1 year Service code 99 5200 HOLLISTER STE 300 · HOUSTON, TX 77040 | Other Fees | $16,593 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $3,225 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,231 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,069 | $52,580+12.3% | $71,671-17.6% | $70,131-15.8% |
| Participation rate | 85.4% | 60.9%+24.5pp | 68.7%+16.6pp | 69.5%+15.8pp |
| Annual return | 12.18% | 20.25%-8.1pp | 20.65%-8.5pp | 73.14%-61.0pp |
| Employer contribution / active EE | $926 | $1,616-42.7% | $2,460-62.4% | $2,342-60.5% |
| Participant deferral / active EE | $4,121 | $2,386+72.7% | $3,438+19.9% | $3,332+23.7% |
| Admin fee / account holder | $151 | $3,653-95.9% | $5,558-97.3% | $4,645-96.7% |