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 |
|---|---|---|
ACTUARIAL BENEFITS CORP2 years Filed as: ACTUARIAL BENEFITS CORP. Service code 15 · EIN 20-1054428 | Recordkeeping | $58,884 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 13-3689044 | Recordkeeping | $19,476 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,227 | $48,064-37.1% | $78,778-61.6% | $69,631-56.6% |
| Participation rate | 44.6% | 61.6%-16.9pp | 69.2%-24.6pp | 70.7%-26.0pp |
| Annual return | 15.38% | 21.81%-6.4pp | 35.62%-20.2pp | 27571.02%-27555.6pp |
| Employer contribution / active EE | $326 | $744-56.2% | $1,986-83.6% | $2,032-84.0% |
| Participant deferral / active EE | $2,359 | $2,079+13.5% | $2,958-20.3% | $3,224-26.8% |
| Admin fee / account holder | $53 | $152-65.4% | $5,134-99.0% | $110-52.4% |