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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $215,743 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 16 · EIN 13-2808480 | Consulting | $60,681 |
360 PAYROLL INTEGRATION CORP4 years Filed as: 360 PAYROLL INTEGRATION, CORP Service code 16 · EIN 83-3880266 | Consulting | $14,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,958 | $52,224-13.9% | $88,946-49.5% | $102,872-56.3% |
| Participation rate | 41.1% | 40.8%+0.4pp | 68.8%-27.7pp | 73.0%-31.9pp |
| Annual return | 16.70% | 16.96%-0.3pp | 57.82%-41.1pp | 19.06%-2.4pp |
| Employer contribution / active EE | $770 | $1,241-37.9% | $2,555-69.8% | $3,526-78.2% |
| Participant deferral / active EE | $2,459 | $2,611-5.8% | $4,581-46.3% | $5,535-55.6% |
| Admin fee / account holder | $238 | $1,723-86.2% | $8,261-97.1% | $292-18.4% |