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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $18,307 |
COASTAL PENSION SERVICES1 year Service code 15 · EIN 52-1053785 | Recordkeeping | $669 |
Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,342 | $80,724-55.0% | $103,333-64.8% | $74,495-51.2% |
| Participation rate | 47.7% | 65.7%-18.0pp | 74.5%-26.8pp | 67.2%-19.5pp |
| Annual return | 13.46% | 27.56%-14.1pp | 24.88%-11.4pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $564 | $3,157-82.1% | $3,868-85.4% | $2,623-78.5% |
| Participant deferral / active EE | $1,067 | $3,860-72.4% | $5,057-78.9% | $4,346-75.4% |
| Admin fee / account holder | $112 | $2,368-95.3% | $8,355-98.7% | $1,942-94.2% |