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 | $11,639 |
CALIFORNIA BENEFIT PLANNERS5 years Service code 15 · EIN 95-4568183 | Recordkeeping | $915 |
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.
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 | $13,490 | $44,642-69.8% | $91,220-85.2% | $66,914-79.8% |
| Participation rate | 59.5% | 64.9%-5.4pp | 73.2%-13.7pp | 69.8%-10.3pp |
| Annual return | -19.43% | -12.29%-7.1pp | 114.01%-133.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $1,609 | $1,706-5.7% | $2,850-43.6% | $2,544-36.8% |
| Participant deferral / active EE | $2,682 | $3,349-19.9% | $4,234-36.7% | $4,237-36.7% |
| Admin fee / account holder | $84 | $521-84.0% | $5,420-98.5% | $593-85.9% |