See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $64,190 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $30,718 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,227 | $72,994-54.5% | $120,354-72.4% | $77,643-57.2% |
| Participation rate | 92.0% | 55.2%+36.7pp | 71.9%+20.1pp | 70.6%+21.4pp |
| Annual return | 13.94% | 18.23%-4.3pp | 107.15%-93.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $3,044 | $1,793+69.7% | $3,463-12.1% | $2,726+11.7% |
| Participant deferral / active EE | $3,694 | $3,011+22.7% | $4,991-26.0% | $4,647-20.5% |
| Admin fee / account holder | $155 | $658-76.4% | $9,423-98.4% | $430-64.0% |