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: TARNSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0988978 | Recordkeeping | $8,042 |
CALIFORNIA BENEFIT PLANNERS3 years Service code 15 · EIN 95-4568183 | Recordkeeping | $405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,725 | $63,861-80.1% | $104,607-87.8% | $79,858-84.1% |
| Participation rate | 50.6% | 64.9%-14.3pp | 74.1%-23.5pp | 69.6%-19.0pp |
| Annual return | 18.75% | 21.30%-2.5pp | 340.46%-321.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,391 | $1,588-12.4% | $2,681-48.1% | $2,471-43.7% |
| Participant deferral / active EE | $2,466 | $2,693-8.5% | $3,740-34.1% | $3,740-34.1% |
| Admin fee / account holder | $67 | $4,185-98.4% | $6,473-99.0% | $5,306-98.7% |