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 |
|---|---|---|
Service code 15 · EIN 20-3970947 1985 E. RIVER RD, STE 111 · TUCSON, AZ 85718 | Recordkeeping | $35,227 |
Filed as: TRANSAMERICA LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $28,810 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $15,978 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $111,177 | $54,762+103.0% | $90,281+23.1% | $72,985+52.3% |
| Participation rate | 61.3% | 65.1%-3.9pp | 73.3%-12.0pp | 69.5%-8.2pp |
| Annual return | 18.75% | 30.63%-11.9pp | 78.10%-59.3pp | 81.00%-62.2pp |
| Employer contribution / active EE | $2,171 | $2,092+3.7% | $2,854-23.9% | $2,440-11.0% |
| Participant deferral / active EE | $4,187 | $2,887+45.0% | $3,885+7.8% | $3,607+16.1% |
| Admin fee / account holder | $842 | $3,972-78.8% | $5,351-84.3% | $5,124-83.6% |