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 3-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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $12,560 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,422 |
NATIONAL BENEFIT SERVICES, LLC3+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $2,875 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,114 | $79,171-82.2% | $102,423-86.2% | $74,495-81.1% |
| Participation rate | 54.4% | 74.8%-20.4pp | 76.5%-22.1pp | 67.2%-12.8pp |
| Annual return | 35.49% | 54.93%-19.4pp | 29.32%+6.2pp | 1364.94%-1329.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,599 | $4,415-41.1% | $5,053-48.6% | $4,346-40.2% |
| Admin fee / account holder | $134 | $2,001-93.3% | $9,451-98.6% | $1,942-93.1% |