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 LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $25,208 |
THE RYDING COMPANY3+ years Filed as: THE RYDING COMAPNY Service code 15 · EIN 95-3497679 2659 TOWNSGATE RD., SUITE 101 · WESTALAKE VILLAGE, CA 91361 | Recordkeeping | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $78,401 | $71,192+10.1% | $117,854-33.5% | $62,292+25.9% |
| Participation rate | 52.6% | 74.2%-21.6pp | 79.7%-27.1pp | 69.5%-16.9pp |
| Annual return | 14.71% | 18.66%-3.9pp | 335.08%-320.4pp | 28.90%-14.2pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,042 | $3,189-36.0% | $4,482-54.4% | $3,169-35.6% |
| Admin fee / account holder | $245 | $587-58.3% | $8,020-96.9% | $479-48.9% |