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: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $35,415 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $16,362 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,573 | $80,724+48.1% | $103,333+15.7% | $74,495+60.5% |
| Participation rate | 85.2% | 65.7%+19.6pp | 74.5%+10.7pp | 67.2%+18.0pp |
| Annual return | 18.60% | 27.56%-9.0pp | 24.88%-6.3pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $5,839 | $3,860+51.2% | $5,057+15.4% | $4,346+34.4% |
| Admin fee / account holder | $320 | $2,368-86.5% | $8,355-96.2% | $1,942-83.5% |