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 | $32,373 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $16,813 |
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 | $67,309 | $64,286+4.7% | $90,951-26.0% | $73,409-8.3% |
| Participation rate | 17.8% | 63.6%-45.8pp | 69.0%-51.2pp | 72.2%-54.3pp |
| Annual return | 20.18% | 21.45%-1.3pp | 134.60%-114.4pp | 59.29%-39.1pp |
| Employer contribution / active EE | $387 | $895-56.7% | $2,122-81.8% | $2,234-82.7% |
| Participant deferral / active EE | $868 | $2,453-64.6% | $3,373-74.3% | $3,805-77.2% |
| Admin fee / account holder | $293 | $287+2.0% | $5,959-95.1% | $158+85.4% |