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 | $40,448 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $13,048 |
PENSION ASSURANCE LLP5 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Recordkeeping | $2,670 |
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 | $48,555 | $65,061-25.4% | $143,757-66.2% | $66,914-27.4% |
| Participation rate | 48.6% | 65.2%-16.6pp | 80.3%-31.7pp | 69.8%-21.2pp |
| Annual return | -14.78% | -11.14%-3.6pp | -0.04%-14.7pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,044 | $2,361+28.9% | $4,951-38.5% | $2,544+19.6% |
| Participant deferral / active EE | $3,000 | $2,919+2.8% | $5,637-46.8% | $4,237-29.2% |
| Admin fee / account holder | $611 | $502+21.6% | $14,673-95.8% | $593+2.9% |