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 | $16,263 |
Filed as: SBHU/MORGAN STANLEY SMITH BARNEY Service code 22 · EIN 13-2896238 | Insurance Broker | $13,698 |
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 | $48,463 | $48,576-0.2% | $169,463-71.4% | $56,287-13.9% |
| Participation rate | 58.5% | 65.8%-7.4pp | 77.8%-19.3pp | 69.9%-11.4pp |
| Annual return | -5.71% | -2.51%-3.2pp | 1.83%-7.5pp | -9.96%+4.2pp |
| Employer contribution / active EE | $1,102 | $1,559-29.3% | $4,159-73.5% | $2,111-47.8% |
| Participant deferral / active EE | $1,863 | $3,275-43.1% | $5,277-64.7% | $3,350-44.4% |
| Admin fee / account holder | $149 | $435-65.7% | $9,109-98.4% | $521-71.4% |