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: MSI FINANCIAL SERVICES INC Service code 55 1095 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Other Commissions | $7,132 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,338 |
Participant contribution per participant 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.
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 | $25,761 | $63,924-59.7% | $108,579-76.3% | $55,167-53.3% |
| Participation rate | 94.5% | 74.3%+20.1pp | 79.6%+14.9pp | 69.0%+25.5pp |
| Annual return | 8.42% | 15.31%-6.9pp | -51.70%+60.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,223 | $1,879-34.9% | $3,758-67.5% | $1,963-37.7% |
| Participant deferral / active EE | $1,472 | $3,067-52.0% | $4,311-65.9% | $3,054-51.8% |
| Admin fee / account holder | $4 | $618-99.3% | $7,645-99.9% | $504-99.1% |