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: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,697 |
QUALIFIED PENSION SERVICES, INC.3+ years Service code 15 · EIN 84-1365788 | Recordkeeping | $1,575 |
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 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 | $20,900 | $85,766-75.6% | $136,294-84.7% | $70,131-70.2% |
| Participation rate | 54.1% | 74.2%-20.0pp | 81.9%-27.8pp | 69.5%-15.4pp |
| Annual return | 17.77% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,244 | $2,966-58.1% | $4,695-73.5% | $2,342-46.9% |
| Participant deferral / active EE | $2,697 | $5,051-46.6% | $6,247-56.8% | $3,332-19.0% |
| Admin fee / account holder | $50 | $5,420-99.1% | $9,243-99.5% | $4,645-98.9% |