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 Service code 15 · EIN 36-6071399 | Recordkeeping | $60,000 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $45,472 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $900 |
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 | $50,276 | $36,806+36.6% | $69,647-27.8% | $77,643-35.2% |
| Participation rate | 47.9% | 64.4%-16.5pp | 66.5%-18.6pp | 70.6%-22.7pp |
| Annual return | 16.77% | 38.81%-22.0pp | 100.48%-83.7pp | 31.24%-14.5pp |
| Employer contribution / active EE | $1,517 | $1,257+20.7% | $1,712-11.4% | $2,726-44.3% |
| Participant deferral / active EE | $2,388 | $2,738-12.8% | $2,886-17.3% | $4,647-48.6% |
| Admin fee / account holder | $521 | $507+2.9% | $4,713-88.9% | $430+21.1% |