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 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 | $10,952 |
THE RYDING COMPANY3 years Service code 15 · EIN 95-3497679 | Recordkeeping | $2,714 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,766 | $93,571-94.9% | $135,903-96.5% | $75,163-93.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.63% | 30.90%-21.3pp | 68.23%-58.6pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,117 | $3,537-40.1% | $4,856-56.4% | $2,670-20.7% |
| Participant deferral / active EE | $4,688 | $6,404-26.8% | $7,758-39.6% | $4,125+13.7% |
| Admin fee / account holder | $81 | $6,975-98.8% | $10,762-99.2% | $5,651-98.6% |