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 Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,760 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,326 |
DEFINITI LLC4 years Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PL · THE WOODLANDS, TX 77380 | Contract Administrator | $7,156 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $81,635 | $88,634-7.9% | $101,326-19.4% | $74,304+9.9% |
| Participation rate | 81.5% | 76.9%+4.7pp | 81.5%0pp | 60.3%+21.2pp |
| Annual return | 14.05% | 33.10%-19.0pp | 36.82%-22.8pp | 29.43%-15.4pp |
| Employer contribution / active EE | $2,386 | $2,930-18.6% | $3,665-34.9% | $2,241+6.4% |
| Participant deferral / active EE | $3,865 | $7,322-47.2% | $7,994-51.7% | $3,767+2.6% |
| Admin fee / account holder | $497 | $2,425-79.5% | $11,185-95.6% | $2,969-83.3% |