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 5-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 · EIN 36-6071399 | Recordkeeping | $12,746 |
THE RYDING COMPANY3+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $8,435 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Filed as: CAMBRIDGE INVESTMENT GROUP Service code 27 · EIN 39-1897480 | Advisory (Plan) | $7,093 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $2,499 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,704 | $65,061-89.7% | $143,757-95.3% | $66,914-90.0% |
| Participation rate | 91.3% | 65.2%+26.1pp | 80.3%+11.0pp | 69.8%+21.5pp |
| Annual return | -15.48% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $554 | $2,361-76.6% | $4,951-88.8% | $2,544-78.2% |
| Participant deferral / active EE | $2,549 | $2,919-12.7% | $5,637-54.8% | $4,237-39.8% |
| Admin fee / account holder | $115 | $502-77.1% | $14,673-99.2% | $593-80.6% |