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 | $64,720 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $46,338 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,051 | $56,638+16.6% | $169,368-61.0% | $74,419-11.2% |
| Participation rate | 62.8% | 67.5%-4.7pp | 77.1%-14.3pp | 70.7%-7.9pp |
| Annual return | 15.14% | 24.75%-9.6pp | 405.60%-390.5pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,506 | $2,027-25.7% | $4,013-62.5% | $2,637-42.9% |
| Participant deferral / active EE | $3,156 | $4,223-25.3% | $6,221-49.3% | $4,528-30.3% |
| Admin fee / account holder | $342 | $307+11.5% | $9,003-96.2% | $348-1.8% |