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 INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $15,929 |
PENSION ASSURANCE LLP3 years Filed as: PENSION MANAGEMENT CONSULTANTS, INC Service code 15 · EIN 77-0443464 1165 SCENIC DR., BLDG B-1 · MODESTO, CA 95350 | Recordkeeping | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $53,990 | $58,879-8.3% | $178,490-69.8% | $73,488-26.5% |
| Participation rate | 44.1% | 66.2%-22.1pp | 81.9%-37.8pp | 70.7%-26.6pp |
| Annual return | 11.25% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,588 | $2,236-29.0% | $5,011-68.3% | $2,270-30.1% |
| Participant deferral / active EE | $2,539 | $2,567-1.1% | $5,202-51.2% | $3,740-32.1% |
| Admin fee / account holder | $200 | $400-50.0% | $13,984-98.6% | $513-61.0% |