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 | $39,867 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $28,908 |
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 | $107,013 | $54,701+95.6% | $86,188+24.2% | $71,457+49.8% |
| Participation rate | 97.5% | 60.1%+37.4pp | 69.0%+28.5pp | 67.9%+29.6pp |
| Annual return | 14.84% | 20.06%-5.2pp | 1168.45%-1153.6pp | 28.85%-14.0pp |
| Employer contribution / active EE | $2,895 | $1,265+128.8% | $2,380+21.6% | $2,588+11.9% |
| Participant deferral / active EE | $3,684 | $3,108+18.5% | $3,985-7.6% | $4,289-14.1% |
| Admin fee / account holder | $677 | $1,922-64.8% | $6,852-90.1% | $1,587-57.4% |