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: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $57,757 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $52,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,143 | $50,982-1.6% | $154,803-67.6% | $85,563-41.4% |
| Participation rate | 35.1% | 59.8%-24.7pp | 78.1%-42.9pp | 66.0%-30.8pp |
| Annual return | 16.42% | 30.35%-13.9pp | 58.88%-42.5pp | 31.51%-15.1pp |
| Employer contribution / active EE | $1,089 | $1,708-36.2% | $4,305-74.7% | $2,654-59.0% |
| Participant deferral / active EE | $2,507 | $2,474+1.3% | $5,540-54.8% | $4,375-42.7% |
| Admin fee / account holder | $252 | $846-70.2% | $14,329-98.2% | $834-69.8% |