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 |
|---|---|---|
Service code 10 · EIN 58-2594717 | Accounting | $16,500 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,503 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,647 | $65,435-56.2% | $86,677-66.9% | $66,914-57.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.09% | -10.89%-1.2pp | 35.91%-48.0pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,235 | $2,153-42.6% | $2,836-56.5% | $2,544-51.5% |
| Participant deferral / active EE | $5,246 | $4,100+27.9% | $4,656+12.7% | $4,237+23.8% |
| Admin fee / account holder | $95 | $642-85.1% | $7,493-98.7% | $593-83.9% |