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 |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $95,212 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $45,843 |
TWO WEST CAPITAL ADVISORS3 years Service code 17 · EIN 27-3055170 | Pension Consulting | $4,408 |
NFP RETIREMENT INC1 year Service code 27 · EIN 33-0905143 | Advisory (Plan) | $609 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,604 | $92,971-72.5% | $96,683-73.5% | $74,419-65.6% |
| Participation rate | 95.0% | 71.5%+23.5pp | 74.3%+20.7pp | 70.7%+24.3pp |
| Annual return | 13.94% | 37.49%-23.5pp | 35.69%-21.8pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,100 | $3,426-67.9% | $3,737-70.6% | $2,637-58.3% |
| Participant deferral / active EE | $2,709 | $3,970-31.8% | $4,878-44.5% | $4,528-40.2% |
| Admin fee / account holder | $228 | $633-64.0% | $6,730-96.6% | $348-34.6% |