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 | $3,637 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: KDP RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 38-3478073 | Recordkeeping | $150 |
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 | $5,580 | $46,732-88.1% | $156,549-96.4% | $55,167-89.9% |
| Participation rate | 43.6% | 65.8%-22.2pp | 84.0%-40.4pp | 69.0%-25.4pp |
| Annual return | 14.24% | 17.72%-3.5pp | 32.23%-18.0pp | 169.23%-155.0pp |
| Employer contribution / active EE | $663 | $2,105-68.5% | $5,501-88.0% | $1,963-66.2% |
| Participant deferral / active EE | $1,027 | $2,204-53.4% | $4,871-78.9% | $3,054-66.4% |
| Admin fee / account holder | $47 | $418-88.8% | $13,027-99.6% | $504-90.7% |