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 | $3,450 |
MCGREGOR & ASSOCIATES, INC.1+ years Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $2,060 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,393 | $42,546-28.6% | $71,796-57.7% | $55,167-44.9% |
| Participation rate | 59.1% | 59.1%0pp | 69.1%-10.0pp | 69.0%-9.9pp |
| Annual return | 6.77% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,819 | $803+126.4% | $1,924-5.5% | $1,963-7.3% |
| Participant deferral / active EE | $2,864 | $2,064+38.7% | $2,794+2.5% | $3,054-6.2% |
| Admin fee / account holder | $65 | $650-90.0% | $4,815-98.7% | $504-87.1% |