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 4-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 | $36,952 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,201 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $3,677 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,648 | $84,487-68.5% | $125,339-78.7% | $66,914-60.2% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -11.13% | -8.39%-2.7pp | 572.05%-583.2pp | 1.58%-12.7pp |
| Employer contribution / active EE | $1,912 | $3,553-46.2% | $4,814-60.3% | $2,544-24.8% |
| Participant deferral / active EE | $4,155 | $6,781-38.7% | $7,446-44.2% | $4,237-1.9% |
| Admin fee / account holder | $233 | $685-66.0% | $10,010-97.7% | $593-60.7% |