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 | $37,248 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $35,234 |
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.
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 | $73,128 | $50,956+43.5% | $96,562-24.3% | $86,799-15.8% |
| Participation rate | 18.7% | 65.2%-46.5pp | 69.8%-51.1pp | 72.3%-53.6pp |
| Annual return | 14.31% | 21.27%-7.0pp | 37.78%-23.5pp | 97.91%-83.6pp |
| Employer contribution / active EE | $434 | $1,111-60.9% | $2,356-81.6% | $2,405-82.0% |
| Participant deferral / active EE | $882 | $2,954-70.1% | $3,849-77.1% | $4,131-78.7% |
| Admin fee / account holder | $431 | $166+159.9% | $6,181-93.0% | $170+154.4% |