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 RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $80,333 |
THE BENEFIT PRACTICE7 years Service code 15 · EIN 13-4144565 | Recordkeeping | $10,938 |
Filed as: BANK OF AMERICA NA Service code 27 · EIN 13-5674085 | Advisory (Plan) | $126 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,401 | $72,994-80.3% | $120,354-88.0% | $77,643-81.5% |
| Participation rate | 100.0% | 55.2%+44.8pp | 71.9%+28.1pp | 70.6%+29.4pp |
| Annual return | 10.10% | 18.23%-8.1pp | 107.15%-97.0pp | 31.24%-21.1pp |
| Employer contribution / active EE | $1,576 | $1,793-12.1% | $3,463-54.5% | $2,726-42.2% |
| Participant deferral / active EE | $1,103 | $3,011-63.4% | $4,991-77.9% | $4,647-76.3% |
| Admin fee / account holder | $94 | $658-85.7% | $9,423-99.0% | $430-78.2% |