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 INSO CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $8,707 |
ABACUS BENEFIT CONSULTANTS INC4+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 15 · EIN 05-0460654 | Recordkeeping | $8,349 |
BLUM SHAPIRO3 years Service code 10 · EIN 06-1009205 | Accounting | $7,000 |
Annual investment return 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 | $4,246 | $47,977-91.1% | $154,107-97.2% | $56,287-92.5% |
| Participation rate | 84.5% | 66.2%+18.4pp | 83.0%+1.5pp | 69.9%+14.7pp |
| Annual return | -11.64% | 3.54%-15.2pp | 735.12%-746.8pp | -9.96%-1.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,904 | $2,392-20.4% | $5,081-62.5% | $3,350-43.2% |
| Admin fee / account holder | $98 | $438-77.6% | $13,411-99.3% | $521-81.2% |