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 LI COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $31,552 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $20,242 |
BENEFIT RESOURCES, INC.1 year Service code 15 · EIN 68-0198481 | Recordkeeping | $3,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,683 | $96,484-52.7% | $156,263-70.8% | $74,304-38.5% |
| Participation rate | 95.5% | 67.7%+27.8pp | 78.9%+16.6pp | 60.3%+35.1pp |
| Annual return | 12.66% | 17.73%-5.1pp | 59.47%-46.8pp | 29.43%-16.8pp |
| Employer contribution / active EE | $2,201 | $2,528-12.9% | $4,333-49.2% | $2,241-1.8% |
| Participant deferral / active EE | $2,417 | $4,286-43.6% | $6,158-60.7% | $3,767-35.8% |
| Admin fee / account holder | $320 | $3,728-91.4% | $14,255-97.8% | $2,969-89.2% |