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 | $7,866 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $7,575 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $5,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,057 | $66,601-65.4% | $92,893-75.2% | $67,579-65.9% |
| Participation rate | 55.5% | 72.5%-17.0pp | 76.0%-20.5pp | 71.3%-15.8pp |
| Annual return | 19.37% | 92.58%-73.2pp | 109.41%-90.0pp | 378.56%-359.2pp |
| Employer contribution / active EE | $1,114 | $2,775-59.9% | $3,653-69.5% | $2,148-48.1% |
| Participant deferral / active EE | $1,953 | $3,157-38.1% | $4,236-53.9% | $3,539-44.8% |
| Admin fee / account holder | $140 | $199-29.7% | $5,794-97.6% | $142-1.7% |