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 | $42,273 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $22,304 |
Service code 15 · EIN 83-4452620 | Recordkeeping | $1,481 |
ASCENSUS LLC2+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $175 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,714 | $91,407-66.4% | $135,903-77.4% | $71,457-57.0% |
| Participation rate | 94.1% | 75.7%+18.5pp | 81.9%+12.2pp | 67.9%+26.2pp |
| Annual return | 19.53% | 29.90%-10.4pp | 68.23%-48.7pp | 28.85%-9.3pp |
| Employer contribution / active EE | $1,990 | $3,703-46.3% | $4,856-59.0% | $2,588-23.1% |
| Participant deferral / active EE | $4,417 | $7,092-37.7% | $7,758-43.1% | $4,289+3.0% |
| Admin fee / account holder | $244 | $1,266-80.8% | $10,762-97.7% | $1,587-84.7% |