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 | $7,845 |
COMPENSATION SYSTEMS, INC.1+ years Filed as: COMPENSATION SYSTEMS, INC Service code 15 · EIN 35-1277460 | Recordkeeping | $7,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,377 | $48,277-70.2% | $63,517-77.4% | $55,191-74.0% |
| Participation rate | 37.1% | 69.4%-32.2pp | 71.0%-33.9pp | 69.2%-32.0pp |
| Annual return | -1.67% | 2.37%-4.0pp | -70.30%+68.6pp | 10.78%-12.5pp |
| Employer contribution / active EE | $369 | $1,592-76.8% | $2,322-84.1% | $1,899-80.5% |
| Participant deferral / active EE | $1,334 | $2,432-45.2% | $2,953-54.8% | $3,046-56.2% |
| Admin fee / account holder | $94 | $86+8.8% | $5,892-98.4% | $91+3.0% |