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 INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,468 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $26,361 |
OSBORNE & ASSOCIATES, INC.7 years Service code 15 · EIN 77-0573145 | Recordkeeping | $2,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,391 | $50,820-10.7% | $155,567-70.8% | $77,671-41.6% |
| Participation rate | 69.1% | 63.1%+6.0pp | 78.2%-9.1pp | 70.6%-1.5pp |
| Annual return | 9.42% | 34.85%-25.4pp | 64.74%-55.3pp | 31.21%-21.8pp |
| Employer contribution / active EE | $1,716 | $1,993-13.9% | $4,674-63.3% | $2,726-37.1% |
| Participant deferral / active EE | $2,474 | $2,823-12.4% | $5,628-56.0% | $4,648-46.8% |
| Admin fee / account holder | $242 | $436-44.5% | $15,916-98.5% | $430-43.7% |