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 9-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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $3,842 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,303 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,958 | $26,906-77.9% | $61,373-90.3% | $77,904-92.4% |
| Participation rate | 1.7% | 33.4%-31.7pp | 52.6%-50.9pp | 73.7%-72.0pp |
| Annual return | -17.86% | -14.46%-3.4pp | 338.61%-356.5pp | 12.21%-30.1pp |
| Employer contribution / active EE | $0 | $521-100.0% | $1,159-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $12 | $1,180-99.0% | $2,125-99.4% | $4,806-99.7% |
| Admin fee / account holder | $99 | $117-15.2% | $2,130-95.3% | $133-25.1% |