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 | $10,926 |
ASSOCIATED PENSION CONSULTANTS1+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 6800 JERICHO TPKE SUITE 200W · SYOSSET, NY 11791 | Recordkeeping | $210 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES Service code 22 · EIN 51-0120742 | Insurance Broker | $0 |
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.
Annual investment return 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 | $25,474 | $43,550-41.5% | $63,517-59.9% | $52,331-51.3% |
| Participation rate | 51.7% | 65.7%-14.0pp | 71.0%-19.3pp | 68.1%-16.4pp |
| Annual return | -2.76% | 2.03%-4.8pp | -70.30%+67.5pp | 4.54%-7.3pp |
| Employer contribution / active EE | $34 | $1,351-97.5% | $2,322-98.5% | $1,882-98.2% |
| Participant deferral / active EE | $2,050 | $2,254-9.0% | $2,953-30.6% | $3,022-32.2% |
| Admin fee / account holder | $101 | $387-74.0% | $5,892-98.3% | $592-83.0% |