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 | $10,192 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $2,000 |
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 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 | $53,047 | $43,327+22.4% | $59,878-11.4% | $64,186-17.4% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 12.29% | -1.55%+13.8pp | 3.46%+8.8pp | 7.63%+4.7pp |
| Employer contribution / active EE | $1,243 | $2,028-38.7% | $2,722-54.3% | $2,381-47.8% |
| Participant deferral / active EE | $1,014 | $2,546-60.2% | $3,402-70.2% | $3,470-70.8% |
| Admin fee / account holder | $189 | $3,005-93.7% | $3,590-94.7% | $4,888-96.1% |