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 | $9,818 |
Filed as: MERRILL LYNCH PIERCE FEENER & SMITH Service code 27 4800 DEER LAKE DR E FL1 · JACKSONVILLE, FL 32246 | Advisory (Plan) | $7,950 |
AMERICAS 401K, INC.1 year Filed as: AMERICAS 401K LLC Service code 13 8131 LBJ FWY STE 770 · DALLAS, TX 75251 | Contract Administrator | $1,115 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26 FL · SEATTLE, WA 98161 | Other Commissions | $258 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,868 | $51,620+4.4% | $90,281-40.3% | $65,185-17.4% |
| Participation rate | 56.2% | 68.6%-12.4pp | 73.3%-17.1pp | 70.2%-14.0pp |
| Annual return | 25.96% | 24.94%+1.0pp | 78.10%-52.1pp | 29.38%-3.4pp |
| Employer contribution / active EE | $167 | $2,235-92.5% | $2,854-94.2% | $2,177-92.3% |
| Participant deferral / active EE | $3,569 | $2,871+24.3% | $3,885-8.1% | $3,514+1.6% |
| Admin fee / account holder | $92 | $384-76.0% | $5,351-98.3% | $847-89.1% |