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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $39,590 |
BENEFIT EQUITY, INC.10+ years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $3,090 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $52,455 | $55,415-5.3% | $155,509-66.3% | $74,495-29.6% |
| Participation rate | 62.0% | 61.9%+0.1pp | 78.2%-16.2pp | 67.2%-5.2pp |
| Annual return | 12.14% | 268.50%-256.4pp | 64.67%-52.5pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,623 | $2,267-28.4% | $4,672-65.3% | $2,623-38.1% |
| Participant deferral / active EE | $3,548 | $2,836+25.1% | $5,626-36.9% | $4,346-18.4% |
| Admin fee / account holder | $250 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |