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 | $30,596 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,370 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,748 | $99,957-70.2% | $149,696-80.1% | $73,488-59.5% |
| Participation rate | 63.2% | 75.7%-12.5pp | 82.5%-19.3pp | 70.7%-7.5pp |
| Annual return | 18.08% | 53.87%-35.8pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,899 | $3,191-40.5% | $4,644-59.1% | $2,270-16.3% |
| Participant deferral / active EE | $3,602 | $6,073-40.7% | $6,842-47.4% | $3,740-3.7% |
| Admin fee / account holder | $302 | $551-45.2% | $9,309-96.8% | $513-41.1% |