See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $13,674 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $7,553 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $431 |
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 | $4,493 | $87,013-94.8% | $106,213-95.8% | $80,856-94.4% |
| Participation rate | 90.9% | 70.4%+20.5pp | 75.3%+15.6pp | 67.6%+23.3pp |
| Annual return | 14.90% | 17.05%-2.2pp | 116.14%-101.2pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,631 | $2,395+51.6% | $3,171+14.5% | $2,755+31.8% |
| Participant deferral / active EE | $7,035 | $3,986+76.5% | $5,016+40.3% | $4,296+63.8% |
| Admin fee / account holder | $113 | $8,431-98.7% | $11,033-99.0% | $6,918-98.4% |