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 42-1484983 | Recordkeeping | $39,138 |
Filed as: TRANSAMERICA FIN. LIFE INS. CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $35,844 |
RPA FINANCIAL LLC5+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $2,256 |
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 | $9,316 | $108,549-91.4% | $156,263-94.0% | $85,563-89.1% |
| Participation rate | 74.5% | 77.1%-2.6pp | 78.9%-4.4pp | 66.0%+8.5pp |
| Annual return | 16.96% | 21.79%-4.8pp | 59.47%-42.5pp | 31.51%-14.6pp |
| Employer contribution / active EE | $0 | $2,690-100.0% | $4,333-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $2,747 | $4,800-42.8% | $6,158-55.4% | $4,375-37.2% |
| Admin fee / account holder | $130 | $650-80.0% | $14,255-99.1% | $834-84.4% |