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 | $341 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 38-3478073 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,632 | $46,360-94.3% | $147,614-98.2% | $52,331-95.0% |
| Participation rate | 41.0% | 64.9%-23.9pp | 84.6%-43.6pp | 68.1%-27.1pp |
| Annual return | 0.00% | 1.62%-1.6pp | 61.98%-62.0pp | 4.54%-4.5pp |
| Employer contribution / active EE | $459 | $2,126-78.4% | $5,564-91.8% | $1,882-75.6% |
| Participant deferral / active EE | $688 | $2,258-69.5% | $4,895-86.0% | $3,022-77.2% |
| Admin fee / account holder | $11 | $766-98.6% | $11,611-99.9% | $592-98.2% |