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) | $42,196 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $36,592 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 83-3719843 | Recordkeeping | $1,750 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,634 | $57,651+105.8% | $112,229+5.7% | $71,457+66.0% |
| Participation rate | 45.1% | 58.9%-13.9pp | 72.4%-27.4pp | 67.9%-22.9pp |
| Annual return | 17.63% | 18.32%-0.7pp | 30.20%-12.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,430-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,998 | $2,863+39.6% | $4,798-16.7% | $4,289-6.8% |
| Admin fee / account holder | $606 | $1,581-61.7% | $7,748-92.2% | $1,587-61.9% |