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 | $1,406 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,683 | $80,753-69.4% | $136,294-81.9% | $62,292-60.4% |
| Participation rate | 75.1% | 73.5%+1.6pp | 81.9%-6.8pp | 69.5%+5.6pp |
| Annual return | 31.44% | 35.83%-4.4pp | 5155.94%-5124.5pp | 28.90%+2.5pp |
| Employer contribution / active EE | $342 | $2,884-88.1% | $4,695-92.7% | $2,042-83.3% |
| Participant deferral / active EE | $3,775 | $5,164-26.9% | $6,247-39.6% | $3,169+19.1% |
| Admin fee / account holder | $7 | $525-98.7% | $9,243-99.9% | $479-98.6% |