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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $56,959 |
NIENOW1 year Filed as: NIENOW TIERNEY LLP Service code 10 · EIN 20-0533822 | Accounting | $32,250 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $2,221 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $46,115 | $155,795-70.4% | $136,294-66.2% | $69,631-33.8% |
| Participation rate | 53.7% | 75.2%-21.6pp | 81.9%-28.3pp | 70.7%-17.0pp |
| Annual return | 28.61% | 232464.33%-232435.7pp | 5155.94%-5127.3pp | 27571.02%-27542.4pp |
| Employer contribution / active EE | $1,054 | $2,991-64.7% | $4,695-77.5% | $2,032-48.1% |
| Participant deferral / active EE | $2,593 | $5,394-51.9% | $6,247-58.5% | $3,224-19.6% |
| Admin fee / account holder | $323 | $128+152.0% | $9,243-96.5% | $110+192.7% |