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 | $12,271 |
Filed as: 3(16( FIDUCIARY SERVICES CORP Service code 15 · EIN 45-4813650 | Recordkeeping | $9,697 |
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 | $8,937 | $58,879-84.8% | $178,490-95.0% | $73,488-87.8% |
| Participation rate | 85.1% | 66.2%+18.9pp | 81.9%+3.2pp | 70.7%+14.4pp |
| Annual return | 18.29% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $331 | $2,236-85.2% | $5,011-93.4% | $2,270-85.4% |
| Participant deferral / active EE | $1,461 | $2,567-43.1% | $5,202-71.9% | $3,740-60.9% |
| Admin fee / account holder | $53 | $400-86.7% | $13,984-99.6% | $513-89.6% |