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: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 SOUTH OLIVE STREET · LOS ANGELES, CA 90015 | Recordkeeping | $462 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,945 | $43,504-40.4% | $68,793-62.3% | $56,287-53.9% |
| Participation rate | 27.2% | 67.8%-40.6pp | 72.2%-45.0pp | 69.9%-42.6pp |
| Annual return | 6.12% | -3.15%+9.3pp | -4.63%+10.7pp | -9.96%+16.1pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $777 | $2,509-69.0% | $3,311-76.5% | $3,350-76.8% |
| Admin fee / account holder | $26 | $515-95.0% | $5,131-99.5% | $521-95.1% |