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 | $20,672 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 27 · EIN 13-2808480 | Advisory (Plan) | $17,599 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,262 | $49,451-28.7% | $79,550-55.7% | $66,914-47.3% |
| Participation rate | 93.2% | 61.3%+31.9pp | 69.5%+23.7pp | 69.8%+23.4pp |
| Annual return | -15.55% | 84.25%-99.8pp | 0.16%-15.7pp | 1.58%-17.1pp |
| Employer contribution / active EE | $849 | $1,266-32.9% | $2,413-64.8% | $2,544-66.6% |
| Participant deferral / active EE | $3,219 | $3,159+1.9% | $3,985-19.2% | $4,237-24.0% |
| Admin fee / account holder | $192 | $595-67.7% | $6,832-97.2% | $593-67.6% |