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 |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $1,872 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,811 | $43,423+17.0% | $78,689-35.4% | $55,167-7.9% |
| Participation rate | 72.3% | 68.0%+4.2pp | 73.6%-1.3pp | 69.0%+3.3pp |
| Annual return | 8.08% | 11.53%-3.4pp | 62.18%-54.1pp | 169.23%-161.2pp |
| Employer contribution / active EE | $278 | $1,997-86.1% | $2,851-90.3% | $1,963-85.9% |
| Participant deferral / active EE | $4,646 | $2,509+85.2% | $3,517+32.1% | $3,054+52.1% |
| Admin fee / account holder | $11 | $416-97.4% | $4,510-99.8% | $504-97.8% |