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 LIFE INSURANCE COMPANY Service code 15 · EIN 36-6071399 | Recordkeeping | $98,633 |
ERISA SERVICES, INC.2 years Filed as: ERISA SPECIALISTS, LLC Service code 15 · EIN 47-3852281 | Recordkeeping | $30,782 |
401K SAFE2 years Filed as: 401(K) SAFE, LLC Service code 14 · EIN 83-0824803 | Plan Administrator | $16,659 |
Service code 27 · EIN 26-1311657 | Advisory (Plan) | $7,451 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,099 | $45,031-30.9% | $85,009-63.4% | $77,671-60.0% |
| Participation rate | 45.6% | 48.7%-3.1pp | 67.5%-21.9pp | 70.6%-25.0pp |
| Annual return | 54.96% | 79.22%-24.3pp | 66.47%-11.5pp | 31.21%+23.7pp |
| Employer contribution / active EE | $1,195 | $1,609-25.7% | $2,728-56.2% | $2,726-56.2% |
| Participant deferral / active EE | $2,446 | $2,807-12.9% | $4,522-45.9% | $4,648-47.4% |
| Admin fee / account holder | $286 | $912-68.6% | $6,153-95.3% | $430-33.5% |