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 | $46,282 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $7,790 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,792 | $46,292-81.0% | $143,757-93.9% | $64,808-86.4% |
| Participation rate | 59.4% | 64.2%-4.8pp | 80.3%-20.9pp | 71.5%-12.1pp |
| Annual return | -12.98% | -10.05%-2.9pp | -0.04%-12.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,051 | $1,910-45.0% | $4,951-78.8% | $2,506-58.1% |
| Participant deferral / active EE | $1,754 | $2,646-33.7% | $5,637-68.9% | $4,310-59.3% |
| Admin fee / account holder | $108 | $154-30.0% | $14,673-99.3% | $188-42.6% |