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 INS CO Service code 15 · EIN 39-0989781 | Recordkeeping | $16,715 |
FLORIDA RETIREMENT CONSULTANTS7+ years Service code 15 · EIN 59-3163228 4919 VAN DYKE RD · LUTZ, FL 33558 | Recordkeeping | $3,058 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $59,755 | $84,936-29.6% | $111,297-46.3% | $79,386-24.7% |
| Participation rate | 51.7% | 75.9%-24.1pp | 77.3%-25.6pp | 70.7%-19.0pp |
| Annual return | 12.20% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $329 | $1,979-83.4% | $2,731-88.0% | $2,427-86.4% |
| Participant deferral / active EE | $2,053 | $3,888-47.2% | $4,487-54.2% | $4,046-49.3% |
| Admin fee / account holder | $161 | $537-70.1% | $7,964-98.0% | $626-74.4% |