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 | $23,762 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $10,733 |
ALL VALLEY ADMINISTRATORS, LLC6+ years Service code 15 · EIN 77-0536717 | Recordkeeping | $3,575 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,413 | $72,277-21.9% | $101,248-44.3% | $79,858-29.4% |
| Participation rate | 81.8% | 68.5%+13.4pp | 75.8%+6.0pp | 69.6%+12.2pp |
| Annual return | 29.29% | 22.30%+7.0pp | 46.47%-17.2pp | 31.71%-2.4pp |
| Employer contribution / active EE | $18,960 | $2,692+604.4% | $3,660+418.1% | $2,471+667.4% |
| Participant deferral / active EE | $6,480 | $3,282+97.5% | $4,370+48.3% | $3,740+73.3% |
| Admin fee / account holder | $284 | $4,400-93.5% | $5,945-95.2% | $5,306-94.6% |