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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.3+ years Filed as: COMPENSATION SYSTEMS, INC Service code 15 · EIN 35-1277460 | Recordkeeping | $14,990 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,703 |
Filed as: MML INVESTORS SERVICES, LLC Service code 27 · EIN 04-3109325 | Advisory (Plan) | $2,245 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,274 | $53,925-82.8% | $75,670-87.7% | $69,631-86.7% |
| Participation rate | 79.3% | 71.2%+8.1pp | 72.3%+6.9pp | 70.7%+8.6pp |
| Annual return | 22.49% | 17.84%+4.6pp | 27.34%-4.9pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $878 | $1,802-51.3% | $2,352-62.7% | $2,032-56.8% |
| Participant deferral / active EE | $2,486 | $2,569-3.2% | $3,142-20.9% | $3,224-22.9% |
| Admin fee / account holder | $30 | $97-68.8% | $5,800-99.5% | $110-72.6% |