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 4-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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $9,410 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,318 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $346 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,478 | $93,571-94.1% | $135,903-96.0% | $75,163-92.7% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 19.28% | 30.90%-11.6pp | 68.23%-49.0pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,918 | $3,537-45.8% | $4,856-60.5% | $2,670-28.2% |
| Participant deferral / active EE | $4,360 | $6,404-31.9% | $7,758-43.8% | $4,125+5.7% |
| Admin fee / account holder | $83 | $6,975-98.8% | $10,762-99.2% | $5,651-98.5% |