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: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,026 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $9,142 |
Filed as: SOUTHEASTERN EMPLOYEE BENEIFT SERVI Service code 15 · EIN 20-5923747 | Recordkeeping | $3,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,039 | $54,590-32.1% | $81,930-54.8% | $73,488-49.6% |
| Participation rate | 56.6% | 68.3%-11.7pp | 72.0%-15.4pp | 70.7%-14.1pp |
| Annual return | 17.81% | 17.74%+0.1pp | 29.49%-11.7pp | 28.51%-10.7pp |
| Employer contribution / active EE | $858 | $1,636-47.6% | $4,310-80.1% | $2,270-62.2% |
| Participant deferral / active EE | $2,024 | $2,759-26.7% | $7,107-71.5% | $3,740-45.9% |
| Admin fee / account holder | $313 | $592-47.1% | $5,158-93.9% | $513-39.0% |