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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,465 |
Filed as: ERAS, LLC Service code 49 · EIN 61-1291181 269 WEST MAIN STREET, STE 700 · LEXINGTON, KY 40507 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,154 | $50,820-62.3% | $155,567-87.7% | $77,671-75.3% |
| Participation rate | 18.5% | 63.1%-44.6pp | 78.2%-59.7pp | 70.6%-52.1pp |
| Annual return | 19.01% | 34.85%-15.8pp | 64.74%-45.7pp | 31.21%-12.2pp |
| Employer contribution / active EE | $406 | $1,993-79.6% | $4,674-91.3% | $2,726-85.1% |
| Participant deferral / active EE | $948 | $2,823-66.4% | $5,628-83.1% | $4,648-79.6% |
| Admin fee / account holder | $98 | $436-77.6% | $15,916-99.4% | $430-77.3% |