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 |
|---|---|---|
Service code 15 · EIN 62-1874769 | Recordkeeping | $8,637 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $8,246 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,692 | $61,272-89.1% | $149,673-95.5% | $71,457-90.6% |
| Participation rate | 96.2% | 62.5%+33.7pp | 78.8%+17.4pp | 67.9%+28.3pp |
| Annual return | 19.09% | 35.85%-16.8pp | 134.42%-115.3pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,379 | $2,378-42.0% | $4,818-71.4% | $2,588-46.7% |
| Participant deferral / active EE | $2,007 | $2,917-31.2% | $5,680-64.7% | $4,289-53.2% |
| Admin fee / account holder | $91 | $1,261-92.8% | $13,210-99.3% | $1,587-94.3% |