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 3-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 | $12,960 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $10,311 |
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,908 | $46,292-89.4% | $143,757-96.6% | $64,808-92.4% |
| Participation rate | 86.8% | 64.2%+22.6pp | 80.3%+6.5pp | 71.5%+15.3pp |
| Annual return | -18.56% | -10.05%-8.5pp | -0.04%-18.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $1,928 | $1,910+1.0% | $4,951-61.1% | $2,506-23.1% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $73 | $154-52.7% | $14,673-99.5% | $188-61.3% |