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 7-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 13 · EIN 39-0989781 | Contract Administrator | $11,895 |
ASCENSUS LLC3+ years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $2,129 |
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 | $31,071 | $52,293-40.6% | $178,490-82.6% | $73,409-57.7% |
| Participation rate | 52.6% | 65.3%-12.7pp | 81.9%-29.3pp | 72.2%-19.6pp |
| Annual return | 20.34% | 34.75%-14.4pp | 151.07%-130.7pp | 59.29%-38.9pp |
| Employer contribution / active EE | $1,693 | $1,735-2.4% | $5,011-66.2% | $2,234-24.2% |
| Participant deferral / active EE | $2,793 | $2,332+19.8% | $5,202-46.3% | $3,805-26.6% |
| Admin fee / account holder | $99 | $127-22.1% | $13,984-99.3% | $158-37.2% |