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 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $24,065 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,530 |
Service code 27 1801 CALIFORNIA STREET · DENVER, CO 80202 | Advisory (Plan) | $1,527 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $228 |
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 | $40,406 | $62,928-35.8% | $172,739-76.6% | $67,579-40.2% |
| Participation rate | 47.8% | 64.5%-16.7pp | 82.6%-34.9pp | 71.3%-23.5pp |
| Annual return | 21.30% | 30.36%-9.1pp | 802.84%-781.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $992 | $1,636-39.4% | $5,143-80.7% | $2,148-53.8% |
| Participant deferral / active EE | $1,780 | $2,145-17.0% | $5,198-65.7% | $3,539-49.7% |
| Admin fee / account holder | $44 | $167-73.3% | $13,954-99.7% | $142-68.7% |