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 | $23,889 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-2808480 | Consulting | $16,564 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,952 | $65,435-58.8% | $86,677-68.9% | $66,914-59.7% |
| Participation rate | 64.8% | 75.5%-10.6pp | 76.6%-11.8pp | 69.8%-5.0pp |
| Annual return | -14.93% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $300 | $2,153-86.1% | $2,836-89.4% | $2,544-88.2% |
| Participant deferral / active EE | $2,430 | $4,100-40.7% | $4,656-47.8% | $4,237-42.7% |
| Admin fee / account holder | $279 | $642-56.5% | $7,493-96.3% | $593-53.0% |