See peer percentile detail. $4.99 for your first month.
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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) | $32,222 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,395 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $8,525 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,988 | $78,275-63.0% | $109,143-73.4% | $86,799-66.6% |
| Participation rate | 46.5% | 73.8%-27.3pp | 75.9%-29.4pp | 72.3%-25.8pp |
| Annual return | 13.05% | 19.14%-6.1pp | 25.75%-12.7pp | 97.91%-84.9pp |
| Employer contribution / active EE | $1,178 | $3,105-62.0% | $3,722-68.3% | $2,405-51.0% |
| Participant deferral / active EE | $2,494 | $3,641-31.5% | $4,653-46.4% | $4,131-39.6% |
| Admin fee / account holder | $189 | $198-4.6% | $6,752-97.2% | $170+11.7% |