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 | $1,785 |
RETIREMENT BENEFIT SOLUTIONS5 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 15 · EIN 54-1953648 5103 BACKLICK ROAD · ANNANDALE, VA 22003 | Recordkeeping | $250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,565 | $58,879-90.5% | $178,490-96.9% | $73,488-92.4% |
| Participation rate | 76.0% | 66.2%+9.8pp | 81.9%-5.9pp | 70.7%+5.3pp |
| Annual return | 15.33% | 24.86%-9.5pp | 151.07%-135.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,009 | $2,236-54.9% | $5,011-79.9% | $2,270-55.5% |
| Participant deferral / active EE | $2,546 | $2,567-0.8% | $5,202-51.0% | $3,740-31.9% |
| Admin fee / account holder | $20 | $400-95.0% | $13,984-99.9% | $513-96.1% |