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 | $47,724 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 16 · EIN 13-2808480 | Consulting | $31,489 |
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 | $87,896 | $89,436-1.7% | $164,813-46.7% | $77,643+13.2% |
| Participation rate | 55.8% | 78.6%-22.8pp | 78.6%-22.8pp | 70.6%-14.8pp |
| Annual return | 20.82% | 28.83%-8.0pp | 69.93%-49.1pp | 31.24%-10.4pp |
| Employer contribution / active EE | $2,317 | $2,569-9.8% | $4,341-46.6% | $2,726-15.0% |
| Participant deferral / active EE | $5,077 | $4,897+3.7% | $6,031-15.8% | $4,647+9.2% |
| Admin fee / account holder | $190 | $339-44.2% | $12,690-98.5% | $430-56.0% |