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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $51,288 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $23,414 |
THE HASLAUER GROUP, INC.10+ years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 1800 WILLIAMS BLVD., SUITE C · KENNER, LA 70062 | Recordkeeping | $4,278 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,290 | $50,815-50.2% | $155,509-83.7% | $77,643-67.4% |
| Participation rate | 35.8% | 63.1%-27.3pp | 78.2%-42.4pp | 70.6%-34.7pp |
| Annual return | 128.24% | 34.80%+93.4pp | 64.67%+63.6pp | 31.24%+97.0pp |
| Employer contribution / active EE | $738 | $1,993-63.0% | $4,672-84.2% | $2,726-72.9% |
| Participant deferral / active EE | $1,769 | $2,822-37.3% | $5,626-68.6% | $4,647-61.9% |
| Admin fee / account holder | $264 | $437-39.5% | $15,912-98.3% | $430-38.7% |