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 | $51,069 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 16 · EIN 13-2808480 | Consulting | $29,539 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,344 | $86,225-2.2% | $146,665-42.5% | $86,799-2.8% |
| Participation rate | 77.0% | 78.0%-1.0pp | 80.1%-3.1pp | 72.3%+4.7pp |
| Annual return | 17.83% | 31.23%-13.4pp | 22.74%-4.9pp | 97.91%-80.1pp |
| Employer contribution / active EE | $2,334 | $2,392-2.4% | $4,136-43.6% | $2,405-2.9% |
| Participant deferral / active EE | $5,614 | $4,245+32.2% | $5,506+2.0% | $4,131+35.9% |
| Admin fee / account holder | $259 | $195+32.7% | $10,280-97.5% | $170+52.9% |