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 | $29,746 |
KSJG, LLP3 years Filed as: KSJG LLP Service code 10 · EIN 95-3322166 | Accounting | $24,614 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $924 | $41,617-97.8% | $84,611-98.9% | $77,787-98.8% |
| Participation rate | 93.0% | 45.0%+47.9pp | 68.2%+24.7pp | 73.2%+19.7pp |
| Annual return | 20.22% | 24.97%-4.7pp | 258.74%-238.5pp | 32.57%-12.4pp |
| Employer contribution / active EE | $322 | $1,061-69.6% | $2,652-87.9% | $2,504-87.1% |
| Participant deferral / active EE | $94 | $2,129-95.6% | $3,899-97.6% | $3,967-97.6% |
| Admin fee / account holder | $17 | $121-85.8% | $4,912-99.6% | $100-82.8% |