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 22 · EIN 13-2808480 | Insurance Broker | $3,529 |
Filed as: TRANSAMERICA LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,637 |
RANDALL & HURLEY, INC.1+ years Service code 17 · EIN 91-1661080 601 W. RIVERSIDE · SPOKANE, WA 99201 | Pension Consulting | $1,300 |
Annual investment return 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 | $40,441 | $47,969-15.7% | $85,969-53.0% | $52,331-22.7% |
| Participation rate | 86.6% | 61.7%+24.9pp | 76.5%+10.1pp | 68.1%+18.5pp |
| Annual return | -2.28% | -0.13%-2.1pp | 9.32%-11.6pp | 4.54%-6.8pp |
| Employer contribution / active EE | $658 | $1,460-54.9% | $3,474-81.1% | $1,882-65.0% |
| Participant deferral / active EE | $2,884 | $2,110+36.6% | $3,829-24.7% | $3,022-4.6% |
| Admin fee / account holder | $12 | $530-97.8% | $6,053-99.8% | $592-98.0% |