See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $4,707 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $365 |
RPA FINANCIAL LLC1 year Service code 27 · EIN 83-1143379 | Advisory (Plan) | $68 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,829 | $29,548-93.8% | $56,411-96.8% | $77,643-97.6% |
| Participation rate | 54.4% | 32.7%+21.7pp | 52.5%+1.9pp | 70.6%-16.2pp |
| Annual return | 0.00% | 19.01%-19.0pp | 1701.33%-1701.3pp | 31.24%-31.2pp |
| Employer contribution / active EE | $386 | $568-32.1% | $1,039-62.9% | $2,726-85.9% |
| Participant deferral / active EE | $619 | $1,061-41.6% | $1,952-68.3% | $4,647-86.7% |
| Admin fee / account holder | $28 | $1,046-97.3% | $2,829-99.0% | $430-93.5% |