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 | $60,297 |
Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $7,200 |
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.
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 | $812 | $46,219-98.2% | $89,391-99.1% | $90,288-99.1% |
| Participation rate | 91.0% | 44.9%+46.1pp | 68.0%+23.0pp | 73.4%+17.7pp |
| Annual return | 15.61% | 25.71%-10.1pp | 245.62%-230.0pp | 53.97%-38.4pp |
| Employer contribution / active EE | $284 | $953-70.2% | $2,586-89.0% | $2,524-88.8% |
| Participant deferral / active EE | $65 | $2,136-96.9% | $3,890-98.3% | $4,232-98.5% |
| Admin fee / account holder | $14 | $147-90.7% | $4,881-99.7% | $114-88.1% |