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 6-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 | $40,010 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $21,223 |
QUALIFIED PLANS, LLC4 years Filed as: QUALIFIED PLAN CONSULTANTS, LLC Service code 15 · EIN 20-0223513 | Recordkeeping | $20,417 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,382 | $47,126-61.0% | $149,673-87.7% | $74,419-75.3% |
| Participation rate | 82.6% | 63.4%+19.2pp | 78.8%+3.8pp | 70.7%+11.9pp |
| Annual return | 18.01% | 22.75%-4.7pp | 134.42%-116.4pp | 34.38%-16.4pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $3,019 | $2,728+10.7% | $5,680-46.9% | $4,528-33.3% |
| Admin fee / account holder | $162 | $343-52.8% | $13,210-98.8% | $348-53.5% |