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 6-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 39-0989781 | Recordkeeping | $8,940 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 27 · EIN 41-1416330 | Advisory (Plan) | $3,609 |
ASCENSUS LLC2 years Filed as: PENSION ADMINISTRATORS LLC Service code 15 · EIN 20-4043839 | Recordkeeping | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $8,422 | $111,491-92.4% | $189,513-95.6% | $86,799-90.3% |
| Participation rate | 29.5% | 87.3%-57.8pp | 87.8%-58.3pp | 72.3%-42.8pp |
| Annual return | 30.70% | 83.50%-52.8pp | 555.15%-524.5pp | 97.91%-67.2pp |
| Employer contribution / active EE | $345 | $3,951-91.3% | $6,162-94.4% | $2,405-85.6% |
| Participant deferral / active EE | $1,096 | $6,437-83.0% | $8,221-86.7% | $4,131-73.5% |
| Admin fee / account holder | $92 | $189-51.2% | $12,045-99.2% | $170-45.7% |