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 | $5,794 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,209 | $72,177+1.4% | $115,037-36.4% | $59,632+22.8% |
| Participation rate | 90.8% | 72.6%+18.2pp | 81.4%+9.4pp | 68.7%+22.1pp |
| Annual return | 0.91% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $2,951 | $2,841+3.9% | $4,608-36.0% | $2,203+34.0% |
| Participant deferral / active EE | $7,372 | $4,783+54.1% | $6,026+22.3% | $3,192+131.0% |
| Admin fee / account holder | $13 | $4,927-99.7% | $8,175-99.8% | $4,297-99.7% |