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 42-1484983 | Recordkeeping | $9,968 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,911 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $495 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,516 | $102,317-93.6% | $146,958-95.6% | $80,856-91.9% |
| Participation rate | 86.1% | 75.8%+10.3pp | 82.2%+4.0pp | 67.6%+18.5pp |
| Annual return | 12.46% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,205 | $3,713-67.5% | $4,933-75.6% | $2,755-56.3% |
| Participant deferral / active EE | $2,882 | $6,644-56.6% | $8,070-64.3% | $4,296-32.9% |
| Admin fee / account holder | $81 | $7,941-99.0% | $12,998-99.4% | $6,918-98.8% |