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 | $53,285 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN LP Service code 27 · EIN 13-4064930 | Advisory (Plan) | $34,991 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $5,754 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $162,546 | $101,317+60.4% | $146,958+10.6% | $74,495+118.2% |
| Participation rate | 88.2% | 75.5%+12.7pp | 82.2%+6.0pp | 67.2%+21.0pp |
| Annual return | 20.97% | 8730.91%-8709.9pp | 418.34%-397.4pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $4,944 | $3,810+29.8% | $4,933+0.2% | $2,623+88.5% |
| Participant deferral / active EE | $15,463 | $7,303+111.7% | $8,070+91.6% | $4,346+255.8% |
| Admin fee / account holder | $591 | $1,739-66.0% | $12,998-95.5% | $1,942-69.5% |