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 | $8,525 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 22 · EIN 13-2808480 | Insurance Broker | $3,459 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,798 | $44,229-23.6% | $155,790-78.3% | $55,191-38.8% |
| Participation rate | 79.4% | 60.8%+18.6pp | 76.1%+3.4pp | 69.2%+10.3pp |
| Annual return | -0.59% | 0.37%-1.0pp | 71.54%-72.1pp | 10.78%-11.4pp |
| Employer contribution / active EE | $1,029 | $1,317-21.9% | $3,836-73.2% | $1,899-45.8% |
| Participant deferral / active EE | $2,850 | $2,8510% | $4,797-40.6% | $3,046-6.4% |
| Admin fee / account holder | $27 | $86-68.9% | $7,478-99.6% | $91-70.5% |