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 | $55,965 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $27,374 |
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 | $31,671 | $57,739-45.1% | $112,229-71.8% | $74,419-57.4% |
| Participation rate | 94.2% | 55.6%+38.6pp | 72.4%+21.8pp | 70.7%+23.5pp |
| Annual return | 0.49% | 19.52%-19.0pp | 30.20%-29.7pp | 34.38%-33.9pp |
| Employer contribution / active EE | $1,840 | $1,675+9.9% | $3,430-46.3% | $2,637-30.2% |
| Participant deferral / active EE | $2,324 | $2,891-19.6% | $4,798-51.6% | $4,528-48.7% |
| Admin fee / account holder | $141 | $462-69.6% | $7,748-98.2% | $348-59.6% |