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 16 · EIN 13-2808480 | Consulting | $18,945 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $18,104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,045 | $54,701-19.5% | $86,188-48.9% | $71,457-38.4% |
| Participation rate | 93.9% | 60.1%+33.7pp | 69.0%+24.9pp | 67.9%+25.9pp |
| Annual return | 17.47% | 20.06%-2.6pp | 1168.45%-1151.0pp | 28.85%-11.4pp |
| Employer contribution / active EE | $837 | $1,265-33.8% | $2,380-64.8% | $2,588-67.6% |
| Participant deferral / active EE | $3,895 | $3,108+25.3% | $3,985-2.3% | $4,289-9.2% |
| Admin fee / account holder | $182 | $1,922-90.5% | $6,852-97.3% | $1,587-88.6% |