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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,894 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ADMINISTRATIVE SERV Service code 15 · EIN 54-1202236 | Recordkeeping | $1,575 |
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.
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 | $5,991 | $77,634-92.3% | $156,549-96.2% | $62,891-90.5% |
| Participation rate | 93.7% | 71.2%+22.5pp | 84.0%+9.7pp | 69.3%+24.4pp |
| Annual return | 6.19% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $329 | $3,444-90.4% | $5,501-94.0% | $2,281-85.6% |
| Participant deferral / active EE | $1,343 | $3,045-55.9% | $4,871-72.4% | $3,203-58.1% |
| Admin fee / account holder | $50 | $5,561-99.1% | $13,027-99.6% | $4,296-98.8% |