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 15 · EIN 39-0989781 | Recordkeeping | $27,244 |
Filed as: RETIREMENT STRATEGIES GROUP, LLC DE Service code 15 · EIN 72-1450587 | Recordkeeping | $4,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,780 | $46,292-29.2% | $143,757-77.2% | $64,808-49.4% |
| Participation rate | 54.1% | 64.2%-10.1pp | 80.3%-26.2pp | 71.5%-17.3pp |
| Annual return | -12.40% | -10.05%-2.4pp | -0.04%-12.4pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,685 | $1,910-11.7% | $4,951-66.0% | $2,506-32.7% |
| Participant deferral / active EE | $3,047 | $2,646+15.2% | $5,637-46.0% | $4,310-29.3% |
| Admin fee / account holder | $135 | $154-12.2% | $14,673-99.1% | $188-28.1% |