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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $14,185 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $1,596 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $900 |
Filed as: AMERPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | 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 | $56,888 | $99,957-43.1% | $149,696-62.0% | $73,488-22.6% |
| Participation rate | 46.1% | 75.7%-29.6pp | 82.5%-36.4pp | 70.7%-24.6pp |
| Annual return | 19.71% | 53.87%-34.2pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,708 | $3,191-46.5% | $4,644-63.2% | $2,270-24.8% |
| Participant deferral / active EE | $3,922 | $6,073-35.4% | $6,842-42.7% | $3,740+4.9% |
| Admin fee / account holder | $180 | $551-67.4% | $9,309-98.1% | $513-65.0% |