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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,401 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $10,068 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,371 | $45,031-8.1% | $84,966-51.3% | $77,643-46.7% |
| Participation rate | 37.6% | 48.7%-11.1pp | 67.5%-29.9pp | 70.6%-33.0pp |
| Annual return | 15.34% | 79.22%-63.9pp | 66.38%-51.0pp | 31.24%-15.9pp |
| Employer contribution / active EE | $965 | $1,609-40.1% | $2,727-64.6% | $2,726-64.6% |
| Participant deferral / active EE | $1,890 | $2,807-32.7% | $4,519-58.2% | $4,647-59.3% |
| Admin fee / account holder | $152 | $912-83.3% | $6,149-97.5% | $430-64.6% |