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 |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $60,330 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $34,915 |
AL MINOR & ASSOCIATES, INC.10+ years Service code 15 · EIN 31-1124734 | Recordkeeping | $65 |
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 | $89,839 | $59,417+51.2% | $93,606-4.0% | $74,495+20.6% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 11.26% | 81.83%-70.6pp | 133.20%-121.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,732 | $1,264+116.2% | $2,420+12.9% | $2,623+4.2% |
| Participant deferral / active EE | $3,059 | $3,050+0.3% | $4,411-30.7% | $4,346-29.6% |
| Admin fee / account holder | $564 | $3,021-81.3% | $8,285-93.2% | $1,942-71.0% |