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 | $15,263 |
INCENTIVE BENEFITS, INC.1 year Service code 15 · EIN 95-4395222 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,682 | $76,552-69.1% | $123,892-80.9% | $62,891-62.3% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 13.17% | 18.68%-5.5pp | 47.52%-34.4pp | 20.14%-7.0pp |
| Employer contribution / active EE | $1,888 | $2,883-34.5% | $4,617-59.1% | $2,281-17.2% |
| Participant deferral / active EE | $9,206 | $4,840+90.2% | $5,984+53.8% | $3,203+187.4% |
| Admin fee / account holder | $245 | $4,826-94.9% | $8,357-97.1% | $4,296-94.3% |