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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $7,100 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 22 · EIN 26-4310632 | Insurance Broker | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $35,719 | $36,694-2.7% | $40,145,923-99.9% | $55,167-35.3% |
| Participation rate | 88.6% | 57.2%+31.4pp | 68.4%+20.2pp | 69.0%+19.6pp |
| Annual return | 8.53% | 10.16%-1.6pp | 5.24%+3.3pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,310 | $1,135+103.6% | $1,844+25.3% | $1,963+17.7% |
| Participant deferral / active EE | $4,449 | $1,679+165.0% | $2,591+71.7% | $3,054+45.7% |
| Admin fee / account holder | $49 | $175-71.9% | $2,903-98.3% | $504-90.2% |