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 16 · EIN 13-2808480 | Consulting | $78,687 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $74,472 |
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 | $105,883 | $101,499+4.3% | $147,005-28.0% | $74,546+42.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.83% | 8732.34%-8716.5pp | 418.76%-402.9pp | 1366.03%-1350.2pp |
| Employer contribution / active EE | $4,634 | $3,811+21.6% | $4,934-6.1% | $2,624+76.6% |
| Participant deferral / active EE | $11,945 | $7,304+63.5% | $8,070+48.0% | $4,347+174.8% |
| Admin fee / account holder | $517 | $1,748-70.4% | $13,006-96.0% | $1,944-73.4% |