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 8-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 15 · EIN 42-1484983 | Recordkeeping | $25,681 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $17,654 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,838 | $119,446-77.5% | $150,045-82.1% | $85,563-68.6% |
| Participation rate | 81.8% | 75.4%+6.4pp | 82.3%-0.5pp | 66.0%+15.8pp |
| Annual return | 16.62% | 23.72%-7.1pp | 62.55%-45.9pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,414 | $4,078-65.3% | $4,693-69.9% | $2,654-46.7% |
| Participant deferral / active EE | $2,880 | $7,985-63.9% | $7,997-64.0% | $4,375-34.2% |
| Admin fee / account holder | $179 | $548-67.3% | $13,435-98.7% | $834-78.5% |