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 7-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 | $615,994 |
Filed as: MERRILL LYNCH Service code 16 · EIN 13-5674085 | Consulting | $76,000 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $166 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,050 | $36,020+66.7% | $80,569-25.5% | $103,482-42.0% |
| Participation rate | 63.1% | 38.5%+24.6pp | 67.0%-3.9pp | 73.3%-10.2pp |
| Annual return | 45.71% | 63.68%-18.0pp | 935.43%-889.7pp | 33.11%+12.6pp |
| Employer contribution / active EE | $2,182 | $998+118.7% | $2,723-19.9% | $3,208-32.0% |
| Participant deferral / active EE | $5,671 | $2,343+142.1% | $4,447+27.5% | $5,207+8.9% |
| Admin fee / account holder | $87 | $472-81.5% | $5,377-98.4% | $114-23.5% |