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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $37,556 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,288 |
COMPASS 360, LLC1 year Filed as: COMPASS 360 LLC Service code 15 · EIN 81-1939215 | Recordkeeping | $9,500 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT SRV Service code 15 · EIN 20-5923747 | Recordkeeping | $4,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,803 | $54,229-43.2% | $70,092-56.1% | $68,494-55.0% |
| Participation rate | 75.3% | 64.5%+10.8pp | 70.5%+4.8pp | 67.9%+7.4pp |
| Annual return | -20.36% | -13.87%-6.5pp | 190.73%-211.1pp | -7.84%-12.5pp |
| Employer contribution / active EE | $2,143 | $2,018+6.2% | $2,559-16.3% | $2,596-17.5% |
| Participant deferral / active EE | $3,495 | $2,956+18.2% | $3,849-9.2% | $4,027-13.2% |
| Admin fee / account holder | $526 | $4,694-88.8% | $6,267-91.6% | $5,403-90.3% |