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 | $46,905 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 16 · EIN 13-2808480 | Consulting | $21,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,905 | $71,142-8.8% | $119,609-45.7% | $64,808+0.1% |
| Participation rate | 65.1% | 78.6%-13.5pp | 79.3%-14.1pp | 71.5%-6.3pp |
| Annual return | -16.12% | -10.01%-6.1pp | -14.97%-1.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $2,260 | $2,497-9.5% | $4,232-46.6% | $2,506-9.8% |
| Participant deferral / active EE | $5,530 | $4,490+23.2% | $5,602-1.3% | $4,310+28.3% |
| Admin fee / account holder | $216 | $162+33.1% | $10,323-97.9% | $188+14.9% |