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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,147 |
N.A. FALCONE & ASSOCIATES, INC.2+ years Service code 15 · EIN 23-2773128 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $11,702 | $48,076-75.7% | $78,689-85.1% | $62,891-81.4% |
| Participation rate | 64.1% | 65.2%-1.1pp | 73.6%-9.4pp | 69.3%-5.2pp |
| Annual return | 6.32% | 31.35%-25.0pp | 62.18%-55.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $509 | $2,015-74.8% | $2,851-82.2% | $2,281-77.7% |
| Participant deferral / active EE | $1,017 | $2,588-60.7% | $3,517-71.1% | $3,203-68.2% |
| Admin fee / account holder | $135 | $3,207-95.8% | $4,510-97.0% | $4,296-96.9% |