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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $22,904 |
BOWMAN & COMPANY LLP2 years Service code 10 · EIN 21-0658561 | Accounting | $8,500 |
Employer contribution per participant 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 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 | $23,768 | $71,666-66.8% | $117,854-79.8% | $69,631-65.9% |
| Participation rate | 84.8% | 77.5%+7.2pp | 79.7%+5.1pp | 70.7%+14.1pp |
| Annual return | 18.87% | 18.86%0pp | 335.08%-316.2pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $360 | $1,889-80.9% | $3,786-90.5% | $2,032-82.3% |
| Participant deferral / active EE | $2,822 | $3,340-15.5% | $4,482-37.0% | $3,224-12.5% |
| Admin fee / account holder | $53 | $120-56.2% | $8,020-99.3% | $110-52.2% |