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 | $12,934 |
Filed as: WOODBURY FINANCIAL SERVICES INC Service code 22 · EIN 41-0944586 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,948 | $62,573-63.3% | $85,682-73.2% | $85,850-73.3% |
| Participation rate | 48.4% | 61.1%-12.8pp | 69.9%-21.5pp | 69.3%-20.9pp |
| Annual return | 10.31% | 23.77%-13.5pp | 21.49%-11.2pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,108 | $2,802-60.5% | $3,923-71.8% | $3,952-72.0% |
| Admin fee / account holder | $129 | $4,640-97.2% | $6,873-98.1% | $6,260-97.9% |