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 10-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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $21,318 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $17,130 |
COULTER & JUSTUS9 years Service code 10 · EIN 62-1532536 | Accounting | $2,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,976 | $87,870-63.6% | $113,168-71.7% | $74,304-57.0% |
| Participation rate | 64.4% | 70.7%-6.4pp | 76.6%-12.2pp | 60.3%+4.0pp |
| Annual return | 13.34% | 26.44%-13.1pp | 24.27%-10.9pp | 29.43%-16.1pp |
| Employer contribution / active EE | $925 | $2,277-59.4% | $2,975-68.9% | $2,241-58.7% |
| Participant deferral / active EE | $2,178 | $4,241-48.7% | $5,107-57.4% | $3,767-42.2% |
| Admin fee / account holder | $289 | $3,368-91.4% | $12,068-97.6% | $2,969-90.3% |