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 | $35,773 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-2808480 | Advisory (Plan) | $33,455 |
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 | $83,610 | $54,193+54.3% | $93,606-10.7% | $77,643+7.7% |
| Participation rate | 15.1% | 63.9%-48.8pp | 68.7%-53.6pp | 70.6%-55.5pp |
| Annual return | 14.54% | 30.54%-16.0pp | 133.20%-118.7pp | 31.24%-16.7pp |
| Employer contribution / active EE | $434 | $1,168-62.8% | $2,420-82.1% | $2,726-84.1% |
| Participant deferral / active EE | $891 | $3,144-71.7% | $4,411-79.8% | $4,647-80.8% |
| Admin fee / account holder | $400 | $576-30.5% | $8,285-95.2% | $430-7.0% |