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 LIFE INSURANCE Service code 15 · EIN 36-6071399 | Recordkeeping | $33,005 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $25,558 |
NEXUS ADMINISTRATORS, INC.2 years Filed as: NEXUS ADMINISTATORS, INC. Service code 15 · EIN 77-0586222 | Recordkeeping | $8,286 |
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 | $66,319 | $73,933-10.3% | $96,683-31.4% | $75,163-11.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 74.3%+2.2pp | 67.2%+9.4pp |
| Annual return | 17.86% | 26.70%-8.8pp | 35.69%-17.8pp | 160.62%-142.8pp |
| Employer contribution / active EE | $16,826 | $2,928+474.7% | $3,737+350.3% | $2,670+530.2% |
| Participant deferral / active EE | $6,071 | $3,659+65.9% | $4,878+24.5% | $4,125+47.2% |
| Admin fee / account holder | $424 | $5,216-91.9% | $6,730-93.7% | $5,651-92.5% |