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 | $5,146 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $2,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,177 | $40,174-7.5% | $84,015-55.7% | $67,579-45.0% |
| Participation rate | 19.5% | 62.7%-43.2pp | 69.0%-49.5pp | 71.3%-51.8pp |
| Annual return | 26.35% | 25.82%+0.5pp | 71.31%-45.0pp | 378.56%-352.2pp |
| Employer contribution / active EE | $408 | $808-49.5% | $1,983-79.4% | $2,148-81.0% |
| Participant deferral / active EE | $888 | $2,301-61.4% | $3,239-72.6% | $3,539-74.9% |
| Admin fee / account holder | $21 | $128-83.5% | $6,101-99.7% | $142-85.1% |