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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $37,826 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $18,551 |
THE PENSION DESIGN GROUP1 year Service code 15 · EIN 46-2028188 | Recordkeeping | $1,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $58,918 | $104,475-43.6% | $159,436-63.0% | $79,386-25.8% |
| Participation rate | 95.9% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.2pp |
| Annual return | 10.94% | 67.95%-57.0pp | 263.57%-252.6pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,585 | $3,417-53.6% | $4,829-67.2% | $2,427-34.7% |
| Participant deferral / active EE | $4,077 | $6,467-37.0% | $7,352-44.6% | $4,046+0.8% |
| Admin fee / account holder | $330 | $711-53.6% | $10,799-96.9% | $626-47.4% |