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: FUTURE PLANNING ASSOCIATES INC Service code 15 · EIN 03-0271340 | Recordkeeping | $2,675 |
Service code 35 · EIN 03-0215982 | Employee (plan sponsor) | $1,070 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $1,008 |
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 | $44,794 | $52,953-15.4% | $172,739-74.1% | $65,185-31.3% |
| Participation rate | 88.7% | 66.2%+22.5pp | 82.6%+6.0pp | 70.2%+18.5pp |
| Annual return | 33.72% | 30.12%+3.6pp | 802.84%-769.1pp | 29.38%+4.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,087 | $2,471-15.5% | $5,198-59.8% | $3,514-40.6% |
| Admin fee / account holder | $23 | $472-95.1% | $13,954-99.8% | $847-97.2% |