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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $11,119 |
QBI, LLC1 year Service code 15 · EIN 26-2768667 | Recordkeeping | $2,250 |
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 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 | $6,965 | $55,453-87.4% | $170,442-95.9% | $62,292-88.8% |
| Participation rate | 93.2% | 66.4%+26.8pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 14.33% | 21.38%-7.0pp | 205.93%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,447 | $2,164-33.1% | $5,433-73.4% | $2,042-29.1% |
| Participant deferral / active EE | $1,395 | $2,303-39.4% | $4,939-71.8% | $3,169-56.0% |
| Admin fee / account holder | $37 | $455-91.9% | $13,880-99.7% | $479-92.3% |