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 | Recordkeeping | $59,170 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 | Insurance Broker | $54,380 |
MORGAN STANLEY SMITH BARNEY4 years Service code 22 · EIN 13-2896238 | 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 | $17,950 | $26,479-32.2% | $74,701-76.0% | $77,787-76.9% |
| Participation rate | 47.8% | 37.6%+10.2pp | 54.5%-6.6pp | 73.2%-25.4pp |
| Annual return | 16.45% | 38.31%-21.9pp | 752.92%-736.5pp | 32.57%-16.1pp |
| Employer contribution / active EE | $450 | $440+2.5% | $1,084-58.4% | $2,504-82.0% |
| Participant deferral / active EE | $1,647 | $1,074+53.3% | $1,964-16.1% | $3,967-58.5% |
| Admin fee / account holder | $49 | $119-59.3% | $3,333-98.5% | $100-51.5% |