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 | $21,000 |
SECURITIES AMERICA INC4 years Filed as: SECURITIES AMERICA ADVISORS INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $16,249 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 65-1504903 | Recordkeeping | $1,403 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,861 | $37,393+20.0% | $77,024-41.8% | $66,914-33.0% |
| Participation rate | 75.3% | 52.9%+22.5pp | 67.9%+7.4pp | 69.8%+5.5pp |
| Annual return | -18.47% | -3.29%-15.2pp | 42.32%-60.8pp | 1.58%-20.1pp |
| Employer contribution / active EE | $1,811 | $1,531+18.3% | $2,812-35.6% | $2,544-28.8% |
| Participant deferral / active EE | $1,279 | $2,617-51.1% | $4,426-71.1% | $4,237-69.8% |
| Admin fee / account holder | $297 | $567-47.5% | $5,425-94.5% | $593-49.9% |