See peer percentile detail. $4.99 for your first month.
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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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $24,925 |
FARMER & BETTS3+ years Filed as: FARMER & BETTS - CO Service code 15 · EIN 94-3322438 | Recordkeeping | $5,735 |
LOCKTON INVESTMENT ADVISORS, LLC3+ years Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 22 · EIN 20-3247391 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,189 | $64,909-62.7% | $82,313-70.6% | $62,292-61.2% |
| Participation rate | 53.8% | 74.9%-21.1pp | 76.9%-23.1pp | 69.5%-15.7pp |
| Annual return | 12.40% | 21.18%-8.8pp | 25.88%-13.5pp | 28.90%-16.5pp |
| Employer contribution / active EE | $715 | $1,676-57.3% | $2,428-70.5% | $2,042-65.0% |
| Participant deferral / active EE | $2,059 | $3,103-33.7% | $3,706-44.5% | $3,169-35.0% |
| Admin fee / account holder | $154 | $440-64.9% | $5,608-97.3% | $479-67.8% |