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: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $44,973 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $33,774 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,142 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,536 | $104,475-15.3% | $159,436-44.5% | $79,386+11.5% |
| Participation rate | 68.9% | 76.6%-7.7pp | 82.8%-13.9pp | 70.7%-1.8pp |
| Annual return | 11.88% | 67.95%-56.1pp | 263.57%-251.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $2,321 | $3,417-32.1% | $4,829-51.9% | $2,427-4.4% |
| Participant deferral / active EE | $5,151 | $6,467-20.4% | $7,352-29.9% | $4,046+27.3% |
| Admin fee / account holder | $688 | $711-3.3% | $10,799-93.6% | $626+9.8% |