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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $21,440 |
PRIME BENEFITS, INC.3 years Service code 15 · EIN 52-2204662 | Recordkeeping | $19,391 |
Filed as: ELLIN & TUCKER Service code 10 · EIN 52-0959934 | Accounting | $4,763 |
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 | $10,001 | $34,677-71.2% | $77,024-87.0% | $64,808-84.6% |
| Participation rate | 87.0% | 49.8%+37.1pp | 67.9%+19.1pp | 71.5%+15.5pp |
| Annual return | -10.41% | -5.33%-5.1pp | 42.32%-52.7pp | 32.82%-43.2pp |
| Employer contribution / active EE | $337 | $1,370-75.4% | $2,812-88.0% | $2,506-86.5% |
| Participant deferral / active EE | $1,723 | $2,556-32.6% | $4,426-61.1% | $4,310-60.0% |
| Admin fee / account holder | $50 | $179-72.1% | $5,425-99.1% | $188-73.5% |