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 | $26,985 |
KKDLY LLC4+ years Service code 10 · EIN 99-0292355 | Accounting | $12,565 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,107 | $45,825-80.1% | $90,645-90.0% | $56,287-83.8% |
| Participation rate | 60.8% | 66.7%-5.9pp | 74.0%-13.3pp | 69.9%-9.1pp |
| Annual return | -6.00% | 38.64%-44.6pp | 1.88%-7.9pp | -9.96%+4.0pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,532-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,466 | $2,562-42.8% | $3,425-57.2% | $3,350-56.2% |
| Admin fee / account holder | $97 | $413-76.5% | $4,994-98.1% | $521-81.4% |