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 | $6,956 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 55 1215 4TH AVE 26TH FL · SEATTLE, WA 98161 | Other Commissions | $4,311 |
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 | $22,057 | $35,485-37.8% | $74,550-70.4% | $55,725-60.4% |
| Participation rate | 71.4% | 62.5%+8.9pp | 69.1%+2.3pp | 70.9%+0.6pp |
| Annual return | -4.17% | 0.72%-4.9pp | 32.53%-36.7pp | 244.93%-249.1pp |
| Employer contribution / active EE | $111 | $777-85.8% | $1,961-94.4% | $2,078-94.7% |
| Participant deferral / active EE | $2,618 | $2,181+20.0% | $3,108-15.8% | $3,356-22.0% |
| Admin fee / account holder | $11 | $114-90.1% | $5,060-99.8% | $115-90.1% |