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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $31,266 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 15 · EIN 45-4813650 | Recordkeeping | $5,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $84,487-100.0% | $125,339-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 76.4%-76.4pp | 82.4%-82.4pp | 69.8%-69.8pp |
| Annual return | -17.59% | -8.39%-9.2pp | 572.05%-589.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,551 | $3,553-28.2% | $4,814-47.0% | $2,544+0.3% |
| Participant deferral / active EE | $4,218 | $6,781-37.8% | $7,446-43.4% | $4,237-0.4% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |