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: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $0 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,232 | $56,629-53.7% | $77,999-66.4% | $55,167-52.4% |
| Participation rate | 51.6% | 73.3%-21.7pp | 75.5%-23.9pp | 69.0%-17.4pp |
| Annual return | 5.91% | 2866.98%-2861.1pp | 425.96%-420.1pp | 169.23%-163.3pp |
| Employer contribution / active EE | $1,107 | $1,723-35.7% | $2,470-55.2% | $1,963-43.6% |
| Participant deferral / active EE | $1,957 | $2,777-29.5% | $3,497-44.0% | $3,054-35.9% |
| Admin fee / account holder | $88 | $467-81.2% | $5,480-98.4% | $504-82.6% |