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 | $9,517 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 22 · EIN 74-2794194 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,882 | $31,109-48.9% | $67,711-76.5% | $52,331-69.6% |
| Participation rate | 25.0% | 54.0%-29.0pp | 67.5%-42.5pp | 68.1%-43.1pp |
| Annual return | -0.52% | 23.70%-24.2pp | 25.41%-25.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $297 | $1,076-72.4% | $2,559-88.4% | $1,882-84.2% |
| Participant deferral / active EE | $966 | $1,970-51.0% | $3,585-73.0% | $3,022-68.0% |
| Admin fee / account holder | $272 | $466-41.7% | $4,255-93.6% | $592-54.0% |