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: MISTER BURTON & FRENCH L Service code 10 · EIN 26-2574303 | Accounting | $11,200 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,788 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $6,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,712 | $51,466-1.5% | $78,778-35.6% | $62,292-18.6% |
| Participation rate | 49.4% | 59.8%-10.4pp | 69.2%-19.8pp | 69.5%-20.1pp |
| Annual return | 13.80% | 19.96%-6.2pp | 35.62%-21.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $704 | $827-14.9% | $1,986-64.5% | $2,042-65.5% |
| Participant deferral / active EE | $2,360 | $2,147+9.9% | $2,958-20.2% | $3,169-25.5% |
| Admin fee / account holder | $217 | $489-55.7% | $5,134-95.8% | $479-54.7% |