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 | $31,382 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $29,113 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,534 | $42,353+40.6% | $79,550-25.2% | $64,808-8.1% |
| Participation rate | 17.0% | 64.8%-47.7pp | 69.5%-52.5pp | 71.5%-54.4pp |
| Annual return | -20.70% | -12.24%-8.5pp | 0.16%-20.9pp | 32.82%-53.5pp |
| Employer contribution / active EE | $468 | $1,181-60.4% | $2,413-80.6% | $2,506-81.3% |
| Participant deferral / active EE | $914 | $3,170-71.2% | $3,985-77.1% | $4,310-78.8% |
| Admin fee / account holder | $354 | $160+121.7% | $6,832-94.8% | $188+88.4% |