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 |
|---|---|---|
RETIREMENT, LLC2+ years Filed as: RETIREMENT, LLC - SERIES TWO Service code 15 · EIN 26-3723532 13838 QUAIL POINTE DRIVE · OKLAHOMA CITY, OK 73134 | Recordkeeping | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 8488 SHEPHERD FARM DRIVE · WEST CHESTER, OH 45069 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $5,438 | $85,635-93.6% | $123,892-95.6% | $63,975-91.5% |
| Participation rate | 28.1% | 74.9%-46.8pp | 81.4%-53.3pp | 71.1%-43.0pp |
| Annual return | 8.65% | 15.74%-7.1pp | 47.52%-38.9pp | 48.65%-40.0pp |
| Employer contribution / active EE | $0 | $3,076-100.0% | $4,617-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $418 | $5,667-92.6% | $5,984-93.0% | $3,356-87.5% |
| Admin fee / account holder | $18 | $75-76.3% | $8,357-99.8% | $70-74.8% |