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 | $22,370 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $990 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,188 | $91,407-22.1% | $135,903-47.6% | $71,457-0.4% |
| Participation rate | 54.4% | 75.7%-21.2pp | 81.9%-27.5pp | 67.9%-13.5pp |
| Annual return | 29.19% | 29.90%-0.7pp | 68.23%-39.0pp | 28.85%+0.3pp |
| Employer contribution / active EE | $2,700 | $3,703-27.1% | $4,856-44.4% | $2,588+4.3% |
| Participant deferral / active EE | $5,722 | $7,092-19.3% | $7,758-26.2% | $4,289+33.4% |
| Admin fee / account holder | $193 | $1,266-84.7% | $10,762-98.2% | $1,587-87.8% |