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 27 · EIN 13-2808480 | Advisory (Plan) | $8,860 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $3,152 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,840 | $70,908+59.1% | $98,907+14.1% | $73,488+53.5% |
| Participation rate | 74.4% | 73.8%+0.6pp | 76.0%-1.6pp | 70.7%+3.7pp |
| Annual return | 14.13% | 34.17%-20.0pp | 196.43%-182.3pp | 28.51%-14.4pp |
| Employer contribution / active EE | $3,551 | $2,036+74.4% | $2,689+32.0% | $2,270+56.4% |
| Participant deferral / active EE | $5,264 | $3,500+50.4% | $4,244+24.0% | $3,740+40.8% |
| Admin fee / account holder | $59 | $535-88.9% | $6,642-99.1% | $513-88.5% |