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 | $11,255 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $1,752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,877 | $89,739-63.4% | $149,718-78.0% | $62,292-47.2% |
| Participation rate | 87.0% | 85.1%+1.9pp | 87.1%0pp | 69.5%+17.5pp |
| Annual return | 26.91% | 21.01%+5.9pp | 1501.63%-1474.7pp | 28.90%-2.0pp |
| Employer contribution / active EE | $2,289 | $3,233-29.2% | $5,445-58.0% | $2,042+12.1% |
| Participant deferral / active EE | $5,160 | $4,797+7.6% | $6,569-21.4% | $3,169+62.8% |
| Admin fee / account holder | $76 | $551-86.3% | $11,283-99.3% | $479-84.2% |