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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,326 |
COULTER & JUSTUS1 year Service code 10 · EIN 62-1532536 | Accounting | $2,131 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $1,529 |
LPL FINANCIAL2 years Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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.
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 | $7,030 | $42,383-83.4% | $76,523-90.8% | $64,186-89.0% |
| Participation rate | 32.9% | 58.1%-25.2pp | 68.0%-35.1pp | 69.6%-36.6pp |
| Annual return | -4.12% | -16.54%+12.4pp | -0.27%-3.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $250 | $1,563-84.0% | $2,647-90.6% | $2,381-89.5% |
| Participant deferral / active EE | $1,215 | $2,566-52.7% | $3,835-68.3% | $3,470-65.0% |
| Admin fee / account holder | $166 | $3,198-94.8% | $4,848-96.6% | $4,888-96.6% |