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 | $60,210 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,134 | $52,122-44.1% | $104,294-72.1% | $64,808-55.0% |
| Participation rate | 100.0% | 56.0%+44.0pp | 73.3%+26.7pp | 71.5%+28.5pp |
| Annual return | -4.51% | 13.26%-17.8pp | 24.61%-29.1pp | 32.82%-37.3pp |
| Employer contribution / active EE | $2,565 | $1,627+57.7% | $3,372-23.9% | $2,506+2.4% |
| Participant deferral / active EE | $2,330 | $2,823-17.5% | $4,625-49.6% | $4,310-45.9% |
| Admin fee / account holder | $140 | $155-9.2% | $7,339-98.1% | $188-25.3% |