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 |
|---|---|---|
ALBAN & COMPANY PC4 years Service code 10 · EIN 92-0123536 | Accounting | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,953 | $73,933+35.2% | $96,683+3.4% | $75,163+33.0% |
| Participation rate | 50.5% | 66.4%-15.9pp | 74.3%-23.8pp | 67.2%-16.6pp |
| Annual return | 14.76% | 26.70%-11.9pp | 35.69%-20.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $14,826 | $2,928+406.4% | $3,737+296.8% | $2,670+455.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $162 | $5,216-96.9% | $6,730-97.6% | $5,651-97.1% |