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 | $13,571 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $6,474 |
THE HASLAUER GROUP, INC.8+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD., SUITE C · KENNER, LA 70062 | Recordkeeping | $1,048 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $20,522 | $46,292-55.7% | $143,757-85.7% | $64,808-68.3% |
| Participation rate | 13.5% | 64.2%-50.7pp | 80.3%-66.8pp | 71.5%-57.9pp |
| Annual return | -17.51% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $589 | $2,646-77.7% | $5,637-89.6% | $4,310-86.3% |
| Admin fee / account holder | $325 | $154+111.0% | $14,673-97.8% | $188+72.8% |