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) | $32,870 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $25,902 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $6,850 |
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 | $58,650 | $80,724-27.3% | $103,333-43.2% | $74,495-21.3% |
| Participation rate | 47.4% | 65.7%-18.3pp | 74.5%-27.1pp | 67.2%-19.8pp |
| Annual return | 12.41% | 27.56%-15.1pp | 24.88%-12.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,578 | $3,157-50.0% | $3,868-59.2% | $2,623-39.8% |
| Participant deferral / active EE | $3,520 | $3,860-8.8% | $5,057-30.4% | $4,346-19.0% |
| Admin fee / account holder | $393 | $2,368-83.4% | $8,355-95.3% | $1,942-79.8% |