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 | $29,628 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $5,107 |
PENSION ASSURANCE LLP4 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Recordkeeping | $2,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,569 | $61,156-5.9% | $185,823-69.0% | $79,386-27.5% |
| Participation rate | 45.2% | 66.6%-21.4pp | 81.7%-36.5pp | 70.7%-25.5pp |
| Annual return | 12.06% | 19.45%-7.4pp | 122.05%-110.0pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,664 | $2,321-28.3% | $5,167-67.8% | $2,427-31.5% |
| Participant deferral / active EE | $2,493 | $2,789-10.6% | $5,568-55.2% | $4,046-38.4% |
| Admin fee / account holder | $427 | $710-39.8% | $16,237-97.4% | $626-31.8% |