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 | $69,437 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC Service code 27 · EIN 13-2808480 | Advisory (Plan) | $33,951 |
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 | $38,064 | $216,711-82.4% | $136,749-72.2% | $85,563-55.5% |
| Participation rate | 85.6% | 51.7%+33.8pp | 72.1%+13.4pp | 66.0%+19.6pp |
| Annual return | 9.39% | 15.26%-5.9pp | 24.33%-14.9pp | 31.51%-22.1pp |
| Employer contribution / active EE | $2,836 | $1,660+70.8% | $3,400-16.6% | $2,654+6.9% |
| Participant deferral / active EE | $3,499 | $2,635+32.8% | $4,692-25.4% | $4,375-20.0% |
| Admin fee / account holder | $197 | $1,223-83.9% | $11,386-98.3% | $834-76.3% |