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 FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,113 |
PENSION ASSURANCE LLP2 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Recordkeeping | $3,365 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 4804 DEER LAKE DR., E 5TH FLOOR · JACKSONVILLE, FL 32246 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,743 | $52,953-11.7% | $172,739-72.9% | $65,185-28.3% |
| Participation rate | 42.3% | 66.2%-23.9pp | 82.6%-40.4pp | 70.2%-27.9pp |
| Annual return | 14.10% | 30.12%-16.0pp | 802.84%-788.7pp | 29.38%-15.3pp |
| Employer contribution / active EE | $1,378 | $2,190-37.1% | $5,143-73.2% | $2,177-36.7% |
| Participant deferral / active EE | $2,186 | $2,471-11.5% | $5,198-57.9% | $3,514-37.8% |
| Admin fee / account holder | $247 | $472-47.7% | $13,954-98.2% | $847-70.9% |