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 |
|---|---|---|
BENEFIT ADMINISTRATION, INC.1+ years Service code 15 · EIN 39-1884254 400 AHNAIP ST., SUITE 200 · MENASHA, WI 54952 | Recordkeeping | $2,268 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 230 WEST MONROE ST SUITE 1150 · CHICAGO, IL 60606 | Recordkeeping | $534 |
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 | $41,938 | $52,681-20.4% | $75,781-44.7% | $59,632-29.7% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.8%+19.1pp | 68.7%+26.2pp |
| Annual return | 2.09% | 2.95%-0.9pp | 9.68%-7.6pp | 2041.28%-2039.2pp |
| Employer contribution / active EE | $2,981 | $2,193+35.9% | $3,323-10.3% | $2,203+35.4% |
| Participant deferral / active EE | $5,769 | $2,591+122.7% | $3,651+58.0% | $3,192+80.8% |
| Admin fee / account holder | $10 | $3,610-99.7% | $5,299-99.8% | $4,297-99.8% |