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 FINANCIAL LIFE INSRUAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,721 |
KB ACTUARIAL, INC.1 year Service code 15 · EIN 27-1837997 PO BOX 1290 · YUCAIPA, CA 92399 | Recordkeeping | $4,576 |
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 | $71,773 | $65,435+9.7% | $86,677-17.2% | $66,914+7.3% |
| Participation rate | 65.7% | 75.5%-9.7pp | 76.6%-10.9pp | 69.8%-4.1pp |
| Annual return | -12.25% | -10.89%-1.4pp | 35.91%-48.2pp | 1.58%-13.8pp |
| Employer contribution / active EE | $1,088 | $2,153-49.4% | $2,836-61.6% | $2,544-57.2% |
| Participant deferral / active EE | $3,450 | $4,100-15.9% | $4,656-25.9% | $4,237-18.6% |
| Admin fee / account holder | $164 | $642-74.4% | $7,493-97.8% | $593-72.4% |