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 | $30,723 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,675 |
THE RYDING COMPANY5+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $2,525 |
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 | $6,650 | $50,815-86.9% | $155,509-95.7% | $77,643-91.4% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 14.69% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $606 | $1,993-69.6% | $4,672-87.0% | $2,726-77.8% |
| Participant deferral / active EE | $2,895 | $2,822+2.6% | $5,626-48.6% | $4,647-37.7% |
| Admin fee / account holder | $120 | $437-72.5% | $15,912-99.2% | $430-72.1% |