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 9-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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,400 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $480 |
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 | $75,974 | $59,535+27.6% | $90,160-15.7% | $62,292+22.0% |
| Participation rate | 92.6% | 73.0%+19.6pp | 76.9%+15.8pp | 69.5%+23.1pp |
| Annual return | 24.72% | 23.53%+1.2pp | 34.88%-10.2pp | 28.90%-4.2pp |
| Employer contribution / active EE | $4,312 | $1,826+136.2% | $3,318+30.0% | $2,042+111.1% |
| Participant deferral / active EE | $8,769 | $4,639+89.0% | $5,288+65.8% | $3,169+176.7% |
| Admin fee / account holder | $6 | $337-98.3% | $5,943-99.9% | $479-98.8% |