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 9-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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,428 |
TAG RESOURCES, LLC4 years Service code 15 · EIN 62-1874769 | Recordkeeping | $11,213 |
Filed as: CALIFORNIA CRAFT BREWERS Service code 17 · EIN 94-3138723 | Pension Consulting | $231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,456 | $66,402-37.6% | $109,895-62.3% | $85,850-51.7% |
| Participation rate | 31.2% | 63.9%-32.7pp | 74.2%-43.0pp | 69.3%-38.1pp |
| Annual return | 12.05% | 19.59%-7.5pp | 29.45%-17.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,046 | $1,687-38.0% | $2,842-63.2% | $2,565-59.2% |
| Participant deferral / active EE | $1,733 | $2,842-39.0% | $4,048-57.2% | $3,952-56.2% |
| Admin fee / account holder | $431 | $4,557-90.5% | $6,066-92.9% | $6,260-93.1% |