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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $24,686 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-2808480 | Consulting | $11,528 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,929 | $66,813-34.3% | $100,516-56.3% | $73,488-40.2% |
| Participation rate | 62.9% | 77.5%-14.6pp | 79.4%-16.5pp | 70.7%-7.8pp |
| Annual return | 10.34% | 25.70%-15.4pp | 30.89%-20.5pp | 28.51%-18.2pp |
| Employer contribution / active EE | $0 | $2,147-100.0% | $3,418-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,806 | $5,883-35.3% | $6,270-39.3% | $3,740+1.8% |
| Admin fee / account holder | $276 | $512-46.2% | $8,081-96.6% | $513-46.3% |