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 | $30,107 |
THE RYDING COMPANY4+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $15,623 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,252 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,602 | $61,272-89.2% | $149,673-95.6% | $71,457-90.8% |
| Participation rate | 89.8% | 62.5%+27.3pp | 78.8%+11.1pp | 67.9%+21.9pp |
| Annual return | 17.93% | 35.85%-17.9pp | 134.42%-116.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $550 | $2,378-76.9% | $4,818-88.6% | $2,588-78.7% |
| Participant deferral / active EE | $2,774 | $2,917-4.9% | $5,680-51.2% | $4,289-35.3% |
| Admin fee / account holder | $166 | $1,261-86.9% | $13,210-98.7% | $1,587-89.6% |