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 | $3,612 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,412 | $42,548-75.5% | $74,550-86.0% | $56,287-81.5% |
| Participation rate | 95.6% | 60.5%+35.1pp | 69.1%+26.4pp | 69.9%+25.7pp |
| Annual return | -7.01% | 12.40%-19.4pp | 32.53%-39.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $489 | $855-42.8% | $1,961-75.1% | $2,111-76.8% |
| Participant deferral / active EE | $3,269 | $2,277+43.5% | $3,108+5.2% | $3,350-2.4% |
| Admin fee / account holder | $8 | $467-98.3% | $5,060-99.8% | $521-98.5% |