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: STALKER & ASSOCIATES Service code 15 · EIN 23-2756743 | Recordkeeping | $8,103 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. Service code 15 · EIN 36-6071399 | Recordkeeping | $7,096 |
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.
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 | $31,049 | $76,552-59.4% | $123,892-74.9% | $62,891-50.6% |
| Participation rate | 59.8% | 73.0%-13.2pp | 81.4%-21.6pp | 69.3%-9.5pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,159 | $2,883-59.8% | $4,617-74.9% | $2,281-49.2% |
| Participant deferral / active EE | $1,893 | $4,840-60.9% | $5,984-68.4% | $3,203-40.9% |
| Admin fee / account holder | $150 | $4,826-96.9% | $8,357-98.2% | $4,296-96.5% |