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 53 50081 AMP FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Insurance Commissions | $15,128 |
Filed as: MERRILL LYNCH LIFE AGENCY Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $10,227 |
Filed as: DYATECH LLC Service code 15 · EIN 64-0936231 | Recordkeeping | $3,169 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 53 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Insurance Commissions | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,395 | $44,059-40.1% | $71,671-63.2% | $69,631-62.1% |
| Participation rate | 23.7% | 60.8%-37.1pp | 68.7%-45.1pp | 70.7%-47.0pp |
| Annual return | 15.23% | 21.97%-6.7pp | 20.65%-5.4pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $144 | $1,305-88.9% | $2,460-94.1% | $2,032-92.9% |
| Participant deferral / active EE | $705 | $2,370-70.2% | $3,438-79.5% | $3,224-78.1% |
| Admin fee / account holder | $20 | $108-81.2% | $5,558-99.6% | $110-81.7% |