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 |
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 | $110,483-75.7% | $145,433-81.5% | $79,634-66.3% |
| Participation rate | 81.8% | 71.1%+10.7pp | 82.1%-0.3pp | 62.5%+19.3pp |
| Annual return | 16.62% | 24.62%-8.0pp | 66.58%-50.0pp | 36.46%-19.8pp |
| Employer contribution / active EE | $1,414 | $4,053-65.1% | $4,554-69.0% | $2,529-44.1% |
| Participant deferral / active EE | $2,880 | $7,216-60.1% | $7,897-63.5% | $3,835-24.9% |
| Admin fee / account holder | $179 | $680-73.7% | $13,129-98.6% | $1,002-82.1% |