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: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $27,232 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $21,925 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $15,519 |
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 | $34,254 | $69,362-50.6% | $101,248-66.2% | $73,488-53.4% |
| Participation rate | 71.7% | 68.4%+3.3pp | 75.8%-4.1pp | 70.7%+1.0pp |
| Annual return | 13.57% | 18.46%-4.9pp | 46.47%-32.9pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,988 | $2,628-24.4% | $3,660-45.7% | $2,270-12.4% |
| Participant deferral / active EE | $3,341 | $3,300+1.3% | $4,370-23.5% | $3,740-10.7% |
| Admin fee / account holder | $242 | $704-65.6% | $5,945-95.9% | $513-52.8% |