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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $25,077 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,503 |
Filed as: STALKER AND ASSOCIATES INC Service code 15 · EIN 23-2756743 | Recordkeeping | $200 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,676 | $76,000-66.2% | $154,107-83.3% | $64,186-60.0% |
| Participation rate | 88.3% | 70.4%+17.9pp | 83.0%+5.3pp | 69.6%+18.7pp |
| Annual return | 10.42% | 30.32%-19.9pp | 735.12%-724.7pp | 7.63%+2.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,762 | $3,175-44.5% | $5,081-65.3% | $3,470-49.2% |
| Admin fee / account holder | $252 | $5,596-95.5% | $13,411-98.1% | $4,888-94.8% |