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: 3(16( FIDUCIARY SERVICES CORP Service code 15 · EIN 45-4813650 | Recordkeeping | $13,304 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,762 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $8,710 | $52,953-83.6% | $172,739-95.0% | $65,185-86.6% |
| Participation rate | 82.3% | 66.2%+16.1pp | 82.6%-0.4pp | 70.2%+12.1pp |
| Annual return | 22.28% | 30.12%-7.8pp | 802.84%-780.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $202 | $2,190-90.8% | $5,143-96.1% | $2,177-90.7% |
| Participant deferral / active EE | $1,325 | $2,471-46.4% | $5,198-74.5% | $3,514-62.3% |
| Admin fee / account holder | $72 | $472-84.8% | $13,954-99.5% | $847-91.5% |