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 5-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 INS Service code 15 · EIN 36-6071399 | Recordkeeping | $64,685 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $29,100 |
RPA FINANCIAL LLC5+ years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $3,604 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,241 | $74,661-47.4% | $160,784-75.6% | $67,986-42.3% |
| Participation rate | 61.3% | 57.1%+4.2pp | 77.0%-15.7pp | 57.2%+4.1pp |
| Annual return | 24.70% | 28.83%-4.1pp | 1803.92%-1779.2pp | 31.67%-7.0pp |
| Employer contribution / active EE | $3,922 | $1,829+114.5% | $3,733+5.1% | $2,019+94.3% |
| Participant deferral / active EE | $6,643 | $3,681+80.5% | $6,293+5.6% | $3,358+97.8% |
| Admin fee / account holder | $409 | $3,959-89.7% | $9,717-95.8% | $3,203-87.2% |