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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $26,425 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $21,421 |
AMERIBEN3+ years Filed as: AMERIBEN/IEC GROUP Service code 15 · EIN 82-0296121 | Recordkeeping | $2,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,613 | $50,956-30.1% | $96,562-63.1% | $86,799-59.0% |
| Participation rate | 41.2% | 65.2%-24.1pp | 69.8%-28.6pp | 72.3%-31.1pp |
| Annual return | 111.70% | 21.27%+90.4pp | 37.78%+73.9pp | 97.91%+13.8pp |
| Employer contribution / active EE | $1,640 | $1,111+47.7% | $2,356-30.4% | $2,405-31.8% |
| Participant deferral / active EE | $2,507 | $2,954-15.1% | $3,849-34.9% | $4,131-39.3% |
| Admin fee / account holder | $176 | $166+6.0% | $6,181-97.2% | $170+3.8% |