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 5-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 | $16,131 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $5,340 |
RPA FINANCIAL LLC2+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $409 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,878 | $71,142-96.0% | $119,609-97.6% | $64,808-95.6% |
| Participation rate | 65.6% | 78.6%-13.0pp | 79.3%-13.6pp | 71.5%-5.9pp |
| Annual return | 99.65% | -10.01%+109.7pp | -14.97%+114.6pp | 32.82%+66.8pp |
| Employer contribution / active EE | $0 | $2,497-100.0% | $4,232-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,569 | $4,490-65.0% | $5,602-72.0% | $4,310-63.6% |
| Admin fee / account holder | $44 | $162-72.7% | $10,323-99.6% | $188-76.5% |