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 1150 S. OLIVE STREET · LOS ANGELES, CA 900112211 | Recordkeeping | $10,205 |
PRIMARK BENEFITS1+ years Service code 15 · EIN 94-2326862 875 MAHLER ROAD, SUITE 105 · BURLINGAME, CA 94010 | Recordkeeping | $1,000 |
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.
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 | $13,559 | $41,854-67.6% | $73,843-81.6% | $52,331-74.1% |
| Participation rate | 12.2% | 66.2%-54.1pp | 73.4%-61.3pp | 68.1%-55.9pp |
| Annual return | 5.00% | 2.11%+2.9pp | 2267.84%-2262.8pp | 4.54%+0.5pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,787-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $585 | $2,498-76.6% | $3,583-83.7% | $3,022-80.6% |
| Admin fee / account holder | $71 | $493-85.6% | $4,880-98.5% | $592-88.0% |