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 | $50,001 |
Filed as: EVERGREEN RETIREMENT PLAN CONSULTIN Service code 15 · EIN 45-3480687 PO BOX 890 · MUKILTEO, WA 98275 | Recordkeeping | $7,435 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,612 | $47,126-77.5% | $149,673-92.9% | $74,419-85.7% |
| Participation rate | 55.1% | 63.4%-8.3pp | 78.8%-23.7pp | 70.7%-15.6pp |
| Annual return | 14.48% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,006 | $1,905-47.2% | $4,818-79.1% | $2,637-61.9% |
| Participant deferral / active EE | $1,610 | $2,728-41.0% | $5,680-71.7% | $4,528-64.4% |
| Admin fee / account holder | $109 | $343-68.1% | $13,210-99.2% | $348-68.6% |