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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,087 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $733 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,554 | $37,117-4.2% | $147,614-75.9% | $55,191-35.6% |
| Participation rate | 53.5% | 63.6%-10.1pp | 84.6%-31.1pp | 69.2%-15.6pp |
| Annual return | -2.58% | 3.44%-6.0pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $704 | $1,620-56.5% | $5,564-87.3% | $1,899-62.9% |
| Participant deferral / active EE | $1,417 | $1,985-28.7% | $4,895-71.1% | $3,046-53.5% |
| Admin fee / account holder | $15 | $86-82.1% | $11,611-99.9% | $91-83.1% |