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 6-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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 4804 DEER LAKE DRIVE, 5TH FLOOR · JACKSONVILLE, FL 32246 | Advisory (Plan) | $38,666 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $31,829 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 83-3719843 | Recordkeeping | $10,100 |
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.)
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 | $99,114 | $62,603+58.3% | $104,294-5.0% | $66,914+48.1% |
| Participation rate | 45.5% | 59.6%-14.1pp | 73.3%-27.8pp | 69.8%-24.3pp |
| Annual return | -14.65% | -14.70%0pp | 24.61%-39.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $2,272 | $1,972+15.2% | $3,372-32.6% | $2,544-10.7% |
| Participant deferral / active EE | $4,469 | $2,853+56.7% | $4,625-3.4% | $4,237+5.5% |
| Admin fee / account holder | $534 | $656-18.6% | $7,339-92.7% | $593-10.0% |