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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC4+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $250 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $160 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $29,778 | $66,302-55.1% | $110,238-73.0% | $56,287-47.1% |
| Participation rate | 97.8% | 74.9%+22.9pp | 79.8%+18.0pp | 69.9%+28.0pp |
| Annual return | -3.81% | -1.18%-2.6pp | 314.74%-318.5pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,927 | $2,047-5.9% | $3,826-49.6% | $2,111-8.7% |
| Participant deferral / active EE | $2,654 | $3,381-21.5% | $4,672-43.2% | $3,350-20.8% |
| Admin fee / account holder | $2 | $698-99.7% | $8,547-100.0% | $521-99.6% |