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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Filed as: RETIREMENT STRATEGIES INC Service code 15 · EIN 58-2380163 | Recordkeeping | $3,634 |
Filed as: MERRILL LYNCH Service code 22 | Insurance Broker | $1,969 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $300 |
MERRIL LYNCH1 year Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,943 | $71,666-30.3% | $117,854-57.6% | $69,631-28.3% |
| Participation rate | 23.7% | 77.5%-53.8pp | 79.7%-55.9pp | 70.7%-47.0pp |
| Annual return | 17.23% | 18.86%-1.6pp | 335.08%-317.8pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $880 | $3,340-73.6% | $4,482-80.4% | $3,224-72.7% |
| Admin fee / account holder | $37 | $120-68.9% | $8,020-99.5% | $110-66.1% |