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 7-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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $2,853 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $1,695 |
PAYCHEX, INC.1 year Filed as: PAYCHEX, INC Service code 15 · EIN 16-1124166 | Recordkeeping | $1,505 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $78 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,834 | $37,393-79.1% | $77,024-89.8% | $66,914-88.3% |
| Participation rate | 22.6% | 52.9%-30.2pp | 67.9%-45.3pp | 69.8%-47.2pp |
| Annual return | -17.10% | -3.29%-13.8pp | 42.32%-59.4pp | 1.58%-18.7pp |
| Employer contribution / active EE | $318 | $1,531-79.2% | $2,812-88.7% | $2,544-87.5% |
| Participant deferral / active EE | $751 | $2,617-71.3% | $4,426-83.0% | $4,237-82.3% |
| Admin fee / account holder | $161 | $567-71.5% | $5,425-97.0% | $593-72.8% |