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 Service code 15 · EIN 36-6071399 | Recordkeeping | $175,364 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $87,271 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,068 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,156 | $48,166-33.2% | $96,562-66.7% | $93,030-65.4% |
| Participation rate | 87.2% | 65.1%+22.1pp | 69.8%+17.4pp | 73.9%+13.3pp |
| Annual return | 16.98% | 21.31%-4.3pp | 37.78%-20.8pp | 158.70%-141.7pp |
| Employer contribution / active EE | $0 | $1,070-100.0% | $2,356-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $2,348 | $2,576-8.8% | $3,849-39.0% | $4,562-48.5% |
| Admin fee / account holder | $122 | $110+10.4% | $6,181-98.0% | $152-19.7% |