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 | $1,262 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $850 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,946 | $37,044-67.8% | $71,796-83.4% | $57,658-79.3% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.1%+14.9pp | 70.2%+13.8pp |
| Annual return | 3.23% | 12.64%-9.4pp | 78.04%-74.8pp | 5.13%-1.9pp |
| Employer contribution / active EE | $336 | $720-53.4% | $1,924-82.6% | $1,974-83.0% |
| Participant deferral / active EE | $1,847 | $1,974-6.4% | $2,794-33.9% | $3,061-39.6% |
| Admin fee / account holder | $7 | $101-93.2% | $4,815-99.9% | $95-92.7% |