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 | $9,040 |
Filed as: ABACUS BENEFIT CONSULTANTS, INC. Service code 15 · EIN 05-0460654 | Recordkeeping | $8,200 |
BLUM SHAPIRO1 year Filed as: BLUM SHAPRIO & COMPANY PC Service code 10 · EIN 06-1009205 | Accounting | $7,200 |
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 | $6,317 | $52,953-88.1% | $172,739-96.3% | $65,185-90.3% |
| Participation rate | 87.1% | 66.2%+20.9pp | 82.6%+4.5pp | 70.2%+16.9pp |
| Annual return | 27.00% | 30.12%-3.1pp | 802.84%-775.8pp | 29.38%-2.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,052 | $2,471-16.9% | $5,198-60.5% | $3,514-41.6% |
| Admin fee / account holder | $92 | $472-80.6% | $13,954-99.3% | $847-89.2% |