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 | $29,107 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $26,766 |
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 | $69,508 | $53,165+30.7% | $86,188-19.4% | $74,419-6.6% |
| Participation rate | 18.0% | 64.9%-46.9pp | 69.0%-51.0pp | 70.7%-52.8pp |
| Annual return | 18.22% | 22.64%-4.4pp | 1168.45%-1150.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $495 | $1,210-59.1% | $2,380-79.2% | $2,637-81.2% |
| Participant deferral / active EE | $981 | $3,234-69.7% | $3,985-75.4% | $4,528-78.3% |
| Admin fee / account holder | $321 | $551-41.8% | $6,852-95.3% | $348-7.7% |