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 | $57,831 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $43,635 |
ERISA SERVICES, INC.10+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $3,002 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,646 | $78,485+79.2% | $106,213+32.4% | $74,495+88.8% |
| Participation rate | 76.1% | 72.8%+3.3pp | 75.3%+0.8pp | 67.2%+8.9pp |
| Annual return | 20.95% | 15.95%+5.0pp | 116.14%-95.2pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $4,023 | $2,523+59.5% | $3,171+26.8% | $2,623+53.4% |
| Participant deferral / active EE | $7,835 | $4,322+81.3% | $5,016+56.2% | $4,346+80.3% |
| Admin fee / account holder | $891 | $2,232-60.1% | $11,033-91.9% | $1,942-54.1% |