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 INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $27,663 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-2808480 | Insurance Broker | $16,002 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,782 | $71,050+1.0% | $93,606-23.3% | $80,856-11.2% |
| Participation rate | 85.9% | 60.4%+25.5pp | 68.7%+17.1pp | 67.6%+18.2pp |
| Annual return | 11.70% | 11.26%+0.4pp | 133.20%-121.5pp | 35.59%-23.9pp |
| Employer contribution / active EE | $138 | $1,564-91.1% | $2,420-94.3% | $2,755-95.0% |
| Participant deferral / active EE | $4,613 | $4,034+14.4% | $4,411+4.6% | $4,296+7.4% |
| Admin fee / account holder | $376 | $6,945-94.6% | $8,285-95.5% | $6,918-94.6% |