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: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 550 · MINOT, ND 58702 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,884 | $45,000-91.4% | $143,757-97.3% | $77,904-95.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | 2.78% | 29.03%-26.2pp | -0.04%+2.8pp | 12.21%-9.4pp |
| Employer contribution / active EE | $116 | $1,870-93.8% | $4,951-97.7% | $2,848-95.9% |
| Participant deferral / active EE | $123 | $3,157-96.1% | $5,637-97.8% | $4,806-97.4% |
| Admin fee / account holder | $0 | $98-100.0% | $14,673-100.0% | $133-100.0% |