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 | $20,826 |
COULTER & JUSTUS1+ years Service code 10 · EIN 62-1532536 | Accounting | $3,250 |
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.
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 | $17,481 | $55,657-68.6% | $63,412-72.4% | $55,191-68.3% |
| Participation rate | 16.8% | 63.4%-46.6pp | 67.1%-50.3pp | 69.2%-52.3pp |
| Annual return | -0.81% | -0.22%-0.6pp | 4.04%-4.9pp | 10.78%-11.6pp |
| Employer contribution / active EE | $423 | $1,026-58.8% | $1,814-76.7% | $1,899-77.7% |
| Participant deferral / active EE | $686 | $1,817-62.2% | $2,496-72.5% | $3,046-77.5% |
| Admin fee / account holder | $206 | $272-24.2% | $3,753-94.5% | $91+126.7% |