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 |
|---|---|---|
TRANSCE3END LLC1 year Service code 27 · EIN 87-3997807 TRANSCE3ND LLC · KYLE, TX 78640 | Advisory (Plan) | $23,397 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLV 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $15,808 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,443 | $122,239-63.6% | $184,203-75.9% | $74,495-40.3% |
| Participation rate | 94.3% | 85.5%+8.8pp | 86.8%+7.5pp | 67.2%+27.1pp |
| Annual return | 9.16% | 19.95%-10.8pp | 28.81%-19.7pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $4,016 | $4,537-11.5% | $6,427-37.5% | $2,623+53.1% |
| Participant deferral / active EE | $4,827 | $7,139-32.4% | $9,131-47.1% | $4,346+11.1% |
| Admin fee / account holder | $163 | $1,260-87.0% | $13,901-98.8% | $1,942-91.6% |