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 | $11,742 |
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 15 · EIN 11-3271022 6800 JERICHO TPKE SUITE 200W · SYOSSET, NY 11791 | Recordkeeping | $280 |
UBS FINANCIAL SERVICES INC2+ 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.
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 | $27,298 | $46,072-40.7% | $70,014-61.0% | $55,167-50.5% |
| Participation rate | 48.4% | 67.5%-19.1pp | 71.8%-23.4pp | 69.0%-20.6pp |
| Annual return | 6.44% | 8.68%-2.2pp | 12.99%-6.5pp | 169.23%-162.8pp |
| Employer contribution / active EE | $27 | $1,500-98.2% | $2,338-98.8% | $1,963-98.6% |
| Participant deferral / active EE | $1,662 | $2,344-29.1% | $2,931-43.3% | $3,054-45.6% |
| Admin fee / account holder | $104 | $428-75.6% | $4,380-97.6% | $504-79.3% |