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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $17,772 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $16,632 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $23,950 | $47,126-49.2% | $149,673-84.0% | $74,419-67.8% |
| Participation rate | 25.2% | 63.4%-38.2pp | 78.8%-53.6pp | 70.7%-45.6pp |
| Annual return | 14.24% | 22.75%-8.5pp | 134.42%-120.2pp | 34.38%-20.1pp |
| Employer contribution / active EE | $355 | $1,905-81.4% | $4,818-92.6% | $2,637-86.6% |
| Participant deferral / active EE | $604 | $2,728-77.9% | $5,680-89.4% | $4,528-86.7% |
| Admin fee / account holder | $253 | $343-26.2% | $13,210-98.1% | $348-27.3% |