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 8-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 LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $12,177 |
PENSION ASSURANCE LLP1 year Filed as: PENSION INNOVATIONS & CONSULTING Service code 15 · EIN 34-1944384 | Recordkeeping | $807 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,885 | $73,638-24.1% | $95,952-41.8% | $73,488-24.0% |
| Participation rate | 64.8% | 76.2%-11.4pp | 77.1%-12.3pp | 70.7%-5.9pp |
| Annual return | 29.20% | 16.78%+12.4pp | 91.61%-62.4pp | 28.51%+0.7pp |
| Employer contribution / active EE | $6,112 | $1,863+228.0% | $2,541+140.5% | $2,270+169.2% |
| Participant deferral / active EE | $2,529 | $3,617-30.1% | $4,167-39.3% | $3,740-32.4% |
| Admin fee / account holder | $175 | $482-63.6% | $6,795-97.4% | $513-65.8% |