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 | $4,596 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $2,950 |
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 | $97,509 | $66,310+47.1% | $93,606+4.2% | $65,185+49.6% |
| Participation rate | 73.2% | 74.0%-0.8pp | 75.8%-2.6pp | 70.2%+3.0pp |
| Annual return | 20.09% | 42.58%-22.5pp | 32.76%-12.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $3,177 | $2,012+57.9% | $2,718+16.9% | $2,177+46.0% |
| Participant deferral / active EE | $4,775 | $3,342+42.9% | $4,069+17.4% | $3,514+35.9% |
| Admin fee / account holder | $15 | $6,897-99.8% | $7,888-99.8% | $847-98.2% |