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) | $18,120 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $15,402 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,004 | $59,263-54.4% | $96,562-72.0% | $79,386-66.0% |
| Participation rate | 87.5% | 61.9%+25.6pp | 69.8%+17.7pp | 70.7%+16.8pp |
| Annual return | 10.74% | 27.07%-16.3pp | 37.78%-27.0pp | 116.85%-106.1pp |
| Employer contribution / active EE | $568 | $1,216-53.3% | $2,356-75.9% | $2,427-76.6% |
| Participant deferral / active EE | $3,024 | $2,948+2.6% | $3,849-21.4% | $4,046-25.2% |
| Admin fee / account holder | $113 | $658-82.9% | $6,181-98.2% | $626-82.0% |