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 8-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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $49,529 |
Filed as: RESOURCES INVESTMENT ADVISORS, INC. Service code 27 · EIN 43-1451524 | Advisory (Plan) | $36,773 |
NATIONAL BENEFIT SERVICES, LLC2+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $12,375 |
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 | $20,069 | $38,058-47.3% | $169,463-88.2% | $75,289-73.3% |
| Participation rate | 65.6% | 65.1%+0.4pp | 77.8%-12.2pp | 72.4%-6.9pp |
| Annual return | 1.95% | -2.88%+4.8pp | 1.83%+0.1pp | -0.04%+2.0pp |
| Employer contribution / active EE | $1,586 | $1,478+7.3% | $4,159-61.9% | $2,405-34.1% |
| Participant deferral / active EE | $2,685 | $3,201-16.1% | $5,277-49.1% | $3,739-28.2% |
| Admin fee / account holder | $0 | $85-100.0% | $9,109-100.0% | $102-100.0% |