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 | $159,033 |
Filed as: SECURIAN FINANCIAL SERVICES, INC Service code 27 · EIN 41-1486060 | Advisory (Plan) | $54,507 |
JACKSON SQUARE PARTNERS2 years Filed as: JACKSON HOWELL & ASSOC, PLLC Service code 10 · EIN 20-3538074 | Accounting | $8,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,704 | $74,462-57.4% | $81,983-61.3% | $90,288-64.9% |
| Participation rate | 86.2% | 69.7%+16.5pp | 69.2%+16.9pp | 73.4%+12.8pp |
| Annual return | 20.45% | 17.56%+2.9pp | 41.31%-20.9pp | 53.97%-33.5pp |
| Employer contribution / active EE | $609 | $2,334-73.9% | $2,498-75.6% | $2,524-75.9% |
| Participant deferral / active EE | $3,133 | $3,602-13.0% | $3,722-15.8% | $4,232-26.0% |
| Admin fee / account holder | $203 | $98+107.3% | $5,664-96.4% | $114+78.1% |