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 9-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 FINANCIAL LIFE INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $5,119 |
Service code 15 · EIN 91-1072394 | Recordkeeping | $2,125 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,545 | $54,726-95.3% | $68,793-96.3% | $64,186-96.0% |
| Participation rate | 93.8% | 68.0%+25.8pp | 72.2%+21.6pp | 69.6%+24.2pp |
| Annual return | 4.21% | -1.62%+5.8pp | -4.63%+8.8pp | 7.63%-3.4pp |
| Employer contribution / active EE | $826 | $1,846-55.3% | $2,625-68.5% | $2,381-65.3% |
| Participant deferral / active EE | $1,122 | $2,626-57.3% | $3,311-66.1% | $3,470-67.7% |
| Admin fee / account holder | $39 | $4,027-99.0% | $5,131-99.2% | $4,888-99.2% |