See peer percentile detail. $4.99 for your first month.
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See the 7-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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $10,096 |
THE RYDING COMPANY2 years Service code 15 · EIN 95-3497679 | Recordkeeping | $8,891 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,718 | $82,664-95.5% | $125,339-97.0% | $68,494-94.6% |
| Participation rate | 95.2% | 75.0%+20.2pp | 82.4%+12.9pp | 67.9%+27.3pp |
| Annual return | -14.06% | -5.97%-8.1pp | 572.05%-586.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,353 | $3,381-60.0% | $4,814-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $3,954 | $6,110-35.3% | $7,446-46.9% | $4,027-1.8% |
| Admin fee / account holder | $114 | $6,275-98.2% | $10,010-98.9% | $5,403-97.9% |