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 | $30,181 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $275 |
Annual investment return 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 | $99,096 | $99,957-0.9% | $149,696-33.8% | $73,488+34.8% |
| Participation rate | 78.5% | 75.7%+2.8pp | 82.5%-4.0pp | 70.7%+7.8pp |
| Annual return | -8.77% | 53.87%-62.6pp | 276.60%-285.4pp | 28.51%-37.3pp |
| Employer contribution / active EE | $4,786 | $3,191+50.0% | $4,644+3.1% | $2,270+110.8% |
| Participant deferral / active EE | $9,892 | $6,073+62.9% | $6,842+44.6% | $3,740+164.5% |
| Admin fee / account holder | $2 | $551-99.7% | $9,309-100.0% | $513-99.7% |