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 9-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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,801 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $31,320 |
PASI, LLC3 years Service code 15 · EIN 26-1407927 | Recordkeeping | $5,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,856 | $82,972-88.1% | $103,374-90.5% | $77,671-87.3% |
| Participation rate | 80.6% | 71.5%+9.0pp | 74.5%+6.0pp | 70.6%+10.0pp |
| Annual return | 41.06% | 19.14%+21.9pp | 24.89%+16.2pp | 31.21%+9.8pp |
| Employer contribution / active EE | $1,576 | $3,554-55.7% | $3,869-59.3% | $2,726-42.2% |
| Participant deferral / active EE | $2,209 | $4,108-46.2% | $5,058-56.3% | $4,648-52.5% |
| Admin fee / account holder | $65 | $639-89.8% | $8,394-99.2% | $430-84.9% |