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 INS Service code 15 · EIN 36-6071399 | Recordkeeping | $50,691 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $49,547 |
Filed as: ACCELERATE INVESTMENT ADVISORS Service code 27 · EIN 92-2678185 | Advisory (Plan) | $26,250 |
NFP RETIREMENT INC2 years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $10,045 |
TWO WEST CAPITAL ADVISORS4 years Service code 17 · EIN 27-3055170 | Pension Consulting | $4,924 |
Annual investment return 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.
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 | $29,261 | $82,917-64.7% | $103,333-71.7% | $77,643-62.3% |
| Participation rate | 94.9% | 71.6%+23.3pp | 74.5%+20.4pp | 70.6%+24.3pp |
| Annual return | 7.60% | 19.13%-11.5pp | 24.88%-17.3pp | 31.24%-23.6pp |
| Employer contribution / active EE | $1,236 | $3,552-65.2% | $3,868-68.1% | $2,726-54.7% |
| Participant deferral / active EE | $3,134 | $4,108-23.7% | $5,057-38.0% | $4,647-32.6% |
| Admin fee / account holder | $226 | $638-64.5% | $8,355-97.3% | $430-47.4% |