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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,816 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $5,450 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 17 · EIN 27-3055170 | Pension Consulting | $553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,832 | $65,061-74.1% | $143,757-88.3% | $66,914-74.8% |
| Participation rate | 40.4% | 65.2%-24.7pp | 80.3%-39.9pp | 69.8%-29.4pp |
| Annual return | -16.65% | -11.14%-5.5pp | -0.04%-16.6pp | 1.58%-18.2pp |
| Employer contribution / active EE | $671 | $2,361-71.6% | $4,951-86.4% | $2,544-73.6% |
| Participant deferral / active EE | $1,110 | $2,919-62.0% | $5,637-80.3% | $4,237-73.8% |
| Admin fee / account holder | $268 | $502-46.6% | $14,673-98.2% | $593-54.9% |