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 | $14,307 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,782 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $680 |
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 | $14,518 | $109,881-86.8% | $150,045-90.3% | $84,808-82.9% |
| Participation rate | 91.4% | 76.1%+15.3pp | 82.3%+9.0pp | 68.3%+23.0pp |
| Annual return | 28.11% | 28.25%-0.1pp | 62.55%-34.4pp | 40.90%-12.8pp |
| Employer contribution / active EE | $1,483 | $3,561-58.4% | $4,693-68.4% | $2,631-43.6% |
| Participant deferral / active EE | $3,310 | $6,636-50.1% | $7,997-58.6% | $4,212-21.4% |
| Admin fee / account holder | $182 | $8,568-97.9% | $13,435-98.6% | $7,344-97.5% |