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 RETIREMENT SOLUTION Service code 15 · EIN 13-3689044 | Recordkeeping | $76,978 |
CADARET GRANT & CO INC2 years Filed as: CADARET, GRANT & CO., INC. Service code 22 · EIN 22-2361254 | Insurance Broker | $31,523 |
Employer 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,345 | $37,196-74.9% | $154,107-93.9% | $55,725-83.2% |
| Participation rate | 83.1% | 64.1%+19.0pp | 83.0%+0.1pp | 70.9%+12.3pp |
| Annual return | -4.48% | 1319.68%-1324.2pp | 735.12%-739.6pp | 244.93%-249.4pp |
| Employer contribution / active EE | $85 | $1,614-94.7% | $5,298-98.4% | $2,078-95.9% |
| Participant deferral / active EE | $1,214 | $2,068-41.3% | $5,081-76.1% | $3,356-63.8% |
| Admin fee / account holder | $111 | $102+9.5% | $13,411-99.2% | $115-3.4% |