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 |
|---|---|---|
LEARFIELD (MEP)1+ years Service code 14 · EIN 90-0776491 | Plan Administrator | $13,366 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,234 |
Service code 15 · EIN 43-1165921 | Recordkeeping | $1,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $40,294 | $55,182-27.0% | $73,307-45.0% | $55,191-27.0% |
| Participation rate | 52.2% | 73.9%-21.7pp | 74.9%-22.7pp | 69.2%-16.9pp |
| Annual return | 217.91% | 8.55%+209.4pp | 5.67%+212.2pp | 10.78%+207.1pp |
| Employer contribution / active EE | $0 | $1,935-100.0% | $3,237-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,081 | $4,641-12.1% | $4,991-18.2% | $3,046+34.0% |
| Admin fee / account holder | $42 | $68-38.7% | $5,637-99.3% | $91-53.7% |