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 | $52,537 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 16 · EIN 13-2808480 | Consulting | $24,541 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,619 | $91,372-11.8% | $129,995-38.0% | $74,419+8.3% |
| Participation rate | 63.6% | 77.8%-14.2pp | 78.5%-14.9pp | 70.7%-7.1pp |
| Annual return | 40.59% | 23.21%+17.4pp | -137.18%+177.8pp | 34.38%+6.2pp |
| Employer contribution / active EE | $2,510 | $2,563-2.1% | $4,320-41.9% | $2,637-4.8% |
| Participant deferral / active EE | $5,761 | $4,721+22.0% | $5,820-1.0% | $4,528+27.2% |
| Admin fee / account holder | $223 | $283-21.4% | $10,614-97.9% | $348-36.0% |