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 49 · EIN 13-2808480 | Other Services | $31,799 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,072 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $96,452 | $155,795-38.1% | $136,294-29.2% | $69,631+38.5% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 70.7%+25.4pp |
| Annual return | 17.76% | 232464.33%-232446.6pp | 5155.94%-5138.2pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $4,514 | $2,991+50.9% | $4,695-3.9% | $2,032+122.1% |
| Participant deferral / active EE | $7,701 | $5,394+42.8% | $6,247+23.3% | $3,224+138.9% |
| Admin fee / account holder | $14 | $128-88.9% | $9,243-99.8% | $110-87.2% |