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 13-5674085 | Advisory (Plan) | $59,261 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $44,521 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,573 | $91,407+52.7% | $135,903+2.7% | $71,457+95.3% |
| Participation rate | 84.5% | 75.7%+8.8pp | 81.9%+2.6pp | 67.9%+16.6pp |
| Annual return | 20.35% | 29.90%-9.5pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $4,054 | $3,703+9.5% | $4,856-16.5% | $2,588+56.7% |
| Participant deferral / active EE | $13,628 | $7,092+92.2% | $7,758+75.7% | $4,289+217.8% |
| Admin fee / account holder | $731 | $1,266-42.3% | $10,762-93.2% | $1,587-54.0% |