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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $5,281 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 22 · EIN 13-2808480 | Insurance Broker | $2,882 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,928 | $39,245+22.1% | $64,105-25.2% | $52,331-8.4% |
| Participation rate | 63.3% | 58.2%+5.1pp | 68.2%-4.9pp | 68.1%-4.8pp |
| Annual return | -0.15% | 14.79%-14.9pp | 791.24%-791.4pp | 4.54%-4.7pp |
| Employer contribution / active EE | $498 | $736-32.4% | $1,820-72.7% | $1,882-73.5% |
| Participant deferral / active EE | $2,738 | $1,992+37.5% | $2,822-2.9% | $3,022-9.4% |
| Admin fee / account holder | $29 | $592-95.1% | $4,499-99.3% | $592-95.0% |