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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $14,179 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $10,720 |
THE HASLAUER GROUP, INC.3 years Filed as: THE HASLAUER GROUP, INC Service code 15 · EIN 72-1487108 | Recordkeeping | $2,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,230 | $61,156-50.6% | $185,823-83.7% | $79,386-61.9% |
| Participation rate | 43.9% | 66.6%-22.7pp | 81.7%-37.8pp | 70.7%-26.8pp |
| Annual return | 11.53% | 19.45%-7.9pp | 122.05%-110.5pp | 116.85%-105.3pp |
| Employer contribution / active EE | $478 | $2,321-79.4% | $5,167-90.8% | $2,427-80.3% |
| Participant deferral / active EE | $1,141 | $2,789-59.1% | $5,568-79.5% | $4,046-71.8% |
| Admin fee / account holder | $370 | $710-47.8% | $16,237-97.7% | $626-40.9% |