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 | $74,415 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $45,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,397 | $50,458+9.8% | $159,960-65.4% | $64,808-14.5% |
| Participation rate | 66.8% | 68.0%-1.3pp | 78.0%-11.2pp | 71.5%-4.7pp |
| Annual return | -16.69% | -13.42%-3.3pp | 408.60%-425.3pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,567 | $1,722-9.0% | $4,226-62.9% | $2,506-37.5% |
| Participant deferral / active EE | $3,279 | $4,004-18.1% | $6,182-47.0% | $4,310-23.9% |
| Admin fee / account holder | $355 | $706-49.7% | $8,698-95.9% | $188+89.2% |