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 36-6071399 | Recordkeeping | $16,055 |
THE RYDING COMPANY7+ years Service code 15 · EIN 95-3497679 | Recordkeeping | $1,657 |
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 | $108,932 | $93,182+16.9% | $146,665-25.7% | $79,386+37.2% |
| Participation rate | 38.3% | 76.4%-38.1pp | 80.1%-41.7pp | 70.7%-32.4pp |
| Annual return | 12.29% | 21.61%-9.3pp | 22.74%-10.5pp | 116.85%-104.6pp |
| Employer contribution / active EE | $1,352 | $2,420-44.1% | $4,136-67.3% | $2,427-44.3% |
| Participant deferral / active EE | $2,615 | $4,169-37.3% | $5,506-52.5% | $4,046-35.4% |
| Admin fee / account holder | $271 | $585-53.6% | $10,280-97.4% | $626-56.7% |