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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,747 |
Filed as: MORGAN STANLEY INSURANCE SERVICES 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 | $45,120 | $40,479+11.5% | $78,210-42.3% | $62,292-27.6% |
| Participation rate | 77.8% | 54.6%+23.2pp | 68.7%+9.0pp | 69.5%+8.3pp |
| Annual return | 19.28% | 66.31%-47.0pp | 40.90%-21.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,759 | $1,024+71.8% | $2,034-13.5% | $2,042-13.9% |
| Participant deferral / active EE | $4,103 | $1,718+138.9% | $2,823+45.4% | $3,169+29.5% |
| Admin fee / account holder | $34 | $376-90.9% | $3,758-99.1% | $479-92.8% |