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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 440 MAMARONECK AVENUE · HARRISON, NY 10528 | Recordkeeping | $5,860 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 780 JOHNSON FERRY RD, SUITE 375 · ATLANTA, GA 30342 | Recordkeeping | $2,350 |
Filed as: MASS MUTUAL Service code 15 · EIN 04-1590850 1 GRIFFIN ROAD NORTH · WINDSOR, CT 06095 | Recordkeeping | $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.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,891 | $31,994-62.8% | $74,583-84.1% | $65,292-81.8% |
| Participation rate | 0.8% | 38.6%-37.8pp | 68.1%-67.3pp | 72.4%-71.6pp |
| Annual return | 4.01% | 18.54%-14.5pp | 20.47%-16.5pp | 11.84%-7.8pp |
| Employer contribution / active EE | $0 | $793-100.0% | $2,525-100.0% | $2,302-100.0% |
| Participant deferral / active EE | $80 | $1,345-94.0% | $3,458-97.7% | $3,579-97.8% |
| Admin fee / account holder | $64 | $74-14.2% | $4,138-98.5% | $57+10.9% |