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 CO Service code 15 · EIN 36-6071399 | Recordkeeping | $67,955 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $44,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,775 | $106,236-70.1% | $112,228-71.7% | $64,808-51.0% |
| Participation rate | 68.7% | 71.7%-3.0pp | 75.1%-6.4pp | 71.5%-2.8pp |
| Annual return | -13.62% | -6.02%-7.6pp | 27.45%-41.1pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,077 | $3,166-66.0% | $3,635-70.4% | $2,506-57.0% |
| Participant deferral / active EE | $2,681 | $3,785-29.2% | $4,728-43.3% | $4,310-37.8% |
| Admin fee / account holder | $245 | $452-45.8% | $6,410-96.2% | $188+30.3% |