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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $112,866 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 22-2446239 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Recordkeeping | $12,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,538 | $37,039-74.2% | $147,614-93.5% | $59,188-83.9% |
| Participation rate | 56.6% | 63.8%-7.2pp | 84.6%-28.1pp | 69.4%-12.9pp |
| Annual return | -0.52% | 7.19%-7.7pp | 61.98%-62.5pp | 5.51%-6.0pp |
| Employer contribution / active EE | $24 | $1,353-98.2% | $5,564-99.6% | $2,098-98.8% |
| Participant deferral / active EE | $962 | $2,094-54.1% | $4,895-80.4% | $3,265-70.5% |
| Admin fee / account holder | $17 | $60-71.9% | $11,611-99.9% | $92-81.7% |