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 | $66,126 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $21,075 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,978 | $50,458-70.3% | $159,960-90.6% | $64,808-76.9% |
| Participation rate | 34.8% | 68.0%-33.3pp | 78.0%-43.2pp | 71.5%-36.7pp |
| Annual return | -14.99% | -13.42%-1.6pp | 408.60%-423.6pp | 32.82%-47.8pp |
| Employer contribution / active EE | $524 | $1,722-69.6% | $4,226-87.6% | $2,506-79.1% |
| Participant deferral / active EE | $1,619 | $4,004-59.6% | $6,182-73.8% | $4,310-62.4% |
| Admin fee / account holder | $173 | $706-75.5% | $8,698-98.0% | $188-8.1% |