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 | $8,708 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $967 |
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 | $41,011 | $46,173-11.2% | $170,442-75.9% | $69,631-41.1% |
| Participation rate | 53.0% | 63.9%-10.9pp | 83.6%-30.6pp | 70.7%-17.7pp |
| Annual return | 14.65% | 21.62%-7.0pp | 205.93%-191.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,120 | $1,610-30.4% | $5,433-79.4% | $2,032-44.9% |
| Participant deferral / active EE | $1,819 | $2,080-12.6% | $4,939-63.2% | $3,224-43.6% |
| Admin fee / account holder | $28 | $116-75.7% | $13,880-99.8% | $110-74.5% |