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 | $36,981+36.0% | $69,701-27.9% | $77,671-35.3% |
| Participation rate | 47.9% | 64.2%-16.3pp | 66.4%-18.6pp | 70.6%-22.7pp |
| Annual return | 16.77% | 29.30%-12.5pp | 100.32%-83.6pp | 31.21%-14.4pp |
| Employer contribution / active EE | $1,517 | $1,267+19.8% | $1,713-11.4% | $2,726-44.4% |
| Participant deferral / active EE | $2,388 | $2,750-13.2% | $2,887-17.3% | $4,648-48.6% |
| Admin fee / account holder | $521 | $511+2.1% | $4,717-88.9% | $430+21.2% |