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 | $36,145 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $23,343 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,487 | $62,624-60.9% | $177,989-86.2% | $77,643-68.5% |
| Participation rate | 30.4% | 66.8%-36.4pp | 77.1%-46.6pp | 70.6%-40.1pp |
| Annual return | 18.72% | 16.16%+2.6pp | 294.48%-275.8pp | 31.24%-12.5pp |
| Employer contribution / active EE | $541 | $1,909-71.7% | $3,949-86.3% | $2,726-80.2% |
| Participant deferral / active EE | $1,758 | $4,219-58.3% | $6,276-72.0% | $4,647-62.2% |
| Admin fee / account holder | $116 | $386-70.0% | $10,363-98.9% | $430-73.1% |