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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $15,357 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,711 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,506 | $74,024-75.0% | $77,999-76.3% | $57,658-67.9% |
| Participation rate | 71.3% | 79.7%-8.4pp | 75.5%-4.2pp | 70.2%+1.1pp |
| Annual return | 10.19% | 12.14%-2.0pp | 425.96%-415.8pp | 5.13%+5.1pp |
| Employer contribution / active EE | $182 | $2,365-92.3% | $2,470-92.6% | $1,974-90.8% |
| Participant deferral / active EE | $1,981 | $3,533-43.9% | $3,497-43.4% | $3,061-35.3% |
| Admin fee / account holder | $50 | $93-45.9% | $5,480-99.1% | $95-46.7% |