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 | $24,010 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $22,302 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,754 | $59,417-19.6% | $93,606-49.0% | $74,495-35.9% |
| Participation rate | 91.8% | 59.7%+32.2pp | 68.7%+23.1pp | 67.2%+24.6pp |
| Annual return | 12.71% | 81.83%-69.1pp | 133.20%-120.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $815 | $1,264-35.5% | $2,420-66.3% | $2,623-68.9% |
| Participant deferral / active EE | $4,359 | $3,050+42.9% | $4,411-1.2% | $4,346+0.3% |
| Admin fee / account holder | $224 | $3,021-92.6% | $8,285-97.3% | $1,942-88.5% |