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 Service code 22 · EIN 13-2808480 | Insurance Broker | $5,963 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,350 |
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 | $96,396 | $63,299+52.3% | $91,001+5.9% | $62,292+54.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 75.6%-2.9pp | 69.5%+3.2pp |
| Annual return | 15.13% | 20.99%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $2,983 | $1,807+65.1% | $2,456+21.5% | $2,042+46.1% |
| Participant deferral / active EE | $4,527 | $2,943+53.9% | $3,547+27.6% | $3,169+42.9% |
| Admin fee / account holder | $20 | $468-95.7% | $5,417-99.6% | $479-95.8% |