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 | $9,459 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $8,199 |
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 | $24,902 | $46,173-46.1% | $170,442-85.4% | $69,631-64.2% |
| Participation rate | 37.2% | 63.9%-26.7pp | 83.6%-46.4pp | 70.7%-33.5pp |
| Annual return | 17.85% | 21.62%-3.8pp | 205.93%-188.1pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $281 | $1,610-82.6% | $5,433-94.8% | $2,032-86.2% |
| Participant deferral / active EE | $1,057 | $2,080-49.2% | $4,939-78.6% | $3,224-67.2% |
| Admin fee / account holder | $153 | $116+31.7% | $13,880-98.9% | $110+38.3% |