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) | $28,685 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $26,842 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,235 | $76,670-34.5% | $96,683-48.0% | $71,457-29.7% |
| Participation rate | 47.7% | 66.6%-18.9pp | 74.3%-26.7pp | 67.9%-20.2pp |
| Annual return | 16.16% | 48.29%-32.1pp | 35.69%-19.5pp | 28.85%-12.7pp |
| Employer contribution / active EE | $1,542 | $3,031-49.1% | $3,737-58.7% | $2,588-40.4% |
| Participant deferral / active EE | $3,336 | $3,771-11.5% | $4,878-31.6% | $4,289-22.2% |
| Admin fee / account holder | $360 | $2,028-82.3% | $6,730-94.7% | $1,587-77.3% |