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 | $15,633 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $14,525 |
Filed as: FIDELITY INVEST INST OPS CO, INC Service code 37 · EIN 04-2647786 | Loan Processing | $1,019 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,259 | $89,652-42.8% | $141,162-63.7% | $65,185-21.4% |
| Participation rate | 88.1% | 74.7%+13.4pp | 82.5%+5.6pp | 70.2%+17.9pp |
| Annual return | 22.11% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $488 | $3,065-84.1% | $4,735-89.7% | $2,177-77.6% |
| Participant deferral / active EE | $3,557 | $5,691-37.5% | $6,709-47.0% | $3,514+1.2% |
| Admin fee / account holder | $181 | $569-68.1% | $10,261-98.2% | $847-78.6% |