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 13-3689044 2700 WEST PLANO PARKWAY · PLANO, TX 75075 | Recordkeeping | $18,176 |
TRISTAR PENSION LTD3 years Filed as: TRISTAR PENSION, LTD Service code 15 · EIN 73-1553813 | Recordkeeping | $5,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,052 | $98,750-48.3% | $149,696-65.9% | $79,858-36.1% |
| Participation rate | 52.6% | 75.8%-23.1pp | 82.5%-29.8pp | 69.6%-17.0pp |
| Annual return | 16.08% | 27.43%-11.3pp | 276.60%-260.5pp | 31.71%-15.6pp |
| Employer contribution / active EE | $2,176 | $3,216-32.3% | $4,644-53.1% | $2,471-11.9% |
| Participant deferral / active EE | $5,926 | $5,680+4.3% | $6,842-13.4% | $3,740+58.5% |
| Admin fee / account holder | $343 | $6,053-94.3% | $9,309-96.3% | $5,306-93.5% |