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 | $8,507 |
MCSOLEY MCCOY & CO1 year Service code 10 · EIN 03-0327374 | Accounting | $7,500 |
Filed as: TRANSAMERICA FINANICIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $3,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,567 | $65,061-37.6% | $143,757-71.8% | $66,914-39.4% |
| Participation rate | 96.1% | 65.2%+30.9pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -14.00% | -11.14%-2.9pp | -0.04%-14.0pp | 1.58%-15.6pp |
| Employer contribution / active EE | $2,611 | $2,361+10.6% | $4,951-47.3% | $2,544+2.6% |
| Participant deferral / active EE | $5,231 | $2,919+79.2% | $5,637-7.2% | $4,237+23.5% |
| Admin fee / account holder | $36 | $502-92.8% | $14,673-99.8% | $593-93.9% |