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 8-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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $31,720 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $23,116 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,021 | $100,923-40.5% | $150,045-60.0% | $74,304-19.2% |
| Participation rate | 91.0% | 70.1%+20.9pp | 82.3%+8.7pp | 60.3%+30.7pp |
| Annual return | 15.15% | 51.77%-36.6pp | 62.55%-47.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,022 | $3,463-12.7% | $4,693-35.6% | $2,241+34.8% |
| Participant deferral / active EE | $6,064 | $6,709-9.6% | $7,997-24.2% | $3,767+61.0% |
| Admin fee / account holder | $274 | $2,767-90.1% | $13,435-98.0% | $2,969-90.8% |