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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,828 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,706 | $44,229-89.4% | $155,790-97.0% | $55,191-91.5% |
| Participation rate | 57.4% | 60.8%-3.4pp | 76.1%-18.7pp | 69.2%-11.7pp |
| Annual return | -1.29% | 0.37%-1.7pp | 71.54%-72.8pp | 10.78%-12.1pp |
| Employer contribution / active EE | $403 | $1,317-69.4% | $3,836-89.5% | $1,899-78.8% |
| Participant deferral / active EE | $1,242 | $2,851-56.4% | $4,797-74.1% | $3,046-59.2% |
| Admin fee / account holder | $55 | $86-36.3% | $7,478-99.3% | $91-39.6% |