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 | $79,969 |
Filed as: FINTRUST CAPITAL ADVISORS Service code 27 · EIN 26-1204987 | Advisory (Plan) | $27,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,435 | $77,904-85.3% | $61,491-81.4% | $77,904-85.3% |
| Participation rate | 69.9% | 73.7%-3.8pp | 79.3%-9.5pp | 73.7%-3.8pp |
| Annual return | -12.71% | 12.21%-24.9pp | -12.98%+0.3pp | 12.21%-24.9pp |
| Employer contribution / active EE | $852 | $2,848-70.1% | $4,246-79.9% | $2,848-70.1% |
| Participant deferral / active EE | $1,325 | $4,806-72.4% | $5,188-74.5% | $4,806-72.4% |
| Admin fee / account holder | $37 | $133-72.3% | $4,312-99.1% | $133-72.3% |