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: BENEFIT ADMINISTRATION COMPANY Service code 26 · EIN 91-1999591 | Advisory (Participants) | $3,155 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,799 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,573 | $65,376-77.7% | $87,100-83.3% | $65,185-77.6% |
| Participation rate | 0.0% | 75.3%-75.3pp | 76.9%-76.9pp | 70.2%-70.2pp |
| Annual return | 23.40% | 31.27%-7.9pp | 28.19%-4.8pp | 29.38%-6.0pp |
| Employer contribution / active EE | $794 | $1,822-56.4% | $2,521-68.5% | $2,177-63.5% |
| Participant deferral / active EE | $1,910 | $3,388-43.6% | $4,049-52.8% | $3,514-45.6% |
| Admin fee / account holder | $33 | $520-93.6% | $7,497-99.6% | $847-96.1% |