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 LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $33,304 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $24,740 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,319 | $54,350+82.7% | $82,719+20.1% | $68,494+45.0% |
| Participation rate | 67.0% | 63.9%+3.1pp | 72.6%-5.5pp | 67.9%-0.9pp |
| Annual return | -5.34% | -13.67%+8.3pp | 701.18%-706.5pp | -7.84%+2.5pp |
| Employer contribution / active EE | $2,560 | $2,218+15.4% | $3,009-14.9% | $2,596-1.4% |
| Participant deferral / active EE | $4,675 | $3,246+44.0% | $4,395+6.4% | $4,027+16.1% |
| Admin fee / account holder | $531 | $4,395-87.9% | $5,329-90.0% | $5,403-90.2% |