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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $17,727 |
BENEFIT EQUITY, INC.2+ years Filed as: BENEFIT EQUITY INC. Service code 15 · EIN 33-0384246 | Recordkeeping | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
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 | $25,558 | $46,732-45.3% | $156,549-83.7% | $55,167-53.7% |
| Participation rate | 54.1% | 65.8%-11.7pp | 84.0%-29.9pp | 69.0%-14.9pp |
| Annual return | 6.71% | 17.72%-11.0pp | 32.23%-25.5pp | 169.23%-162.5pp |
| Employer contribution / active EE | $705 | $2,105-66.5% | $5,501-87.2% | $1,963-64.1% |
| Participant deferral / active EE | $1,905 | $2,204-13.6% | $4,871-60.9% | $3,054-37.6% |
| Admin fee / account holder | $134 | $418-68.0% | $13,027-99.0% | $504-73.4% |