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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $29,452 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $5,850 |
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 | $8,101 | $52,293-84.5% | $178,490-95.5% | $73,409-89.0% |
| Participation rate | 60.6% | 65.3%-4.8pp | 81.9%-21.4pp | 72.2%-11.6pp |
| Annual return | 20.79% | 34.75%-14.0pp | 151.07%-130.3pp | 59.29%-38.5pp |
| Employer contribution / active EE | $907 | $1,735-47.7% | $5,011-81.9% | $2,234-59.4% |
| Participant deferral / active EE | $1,508 | $2,332-35.3% | $5,202-71.0% | $3,805-60.4% |
| Admin fee / account holder | $80 | $127-37.1% | $13,984-99.4% | $158-49.3% |