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 INS COMPANY Service code 15 · EIN 39-0989781 11111 SAMTA MONICA BLVD · LOS ANGELES, CA 90025 | Recordkeeping | $21,646 |
STALKER & ASSOCIATES, INC.2 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $1,250 |
Annual investment return 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 | $25,076 | $44,873-44.1% | $79,464-68.4% | $56,287-55.5% |
| Participation rate | 85.3% | 68.7%+16.6pp | 73.3%+12.0pp | 69.9%+15.5pp |
| Annual return | -8.01% | 0.81%-8.8pp | 718.14%-726.2pp | -9.96%+1.9pp |
| Employer contribution / active EE | $1,639 | $2,140-23.4% | $2,800-41.5% | $2,111-22.3% |
| Participant deferral / active EE | $4,406 | $2,746+60.5% | $3,704+19.0% | $3,350+31.5% |
| Admin fee / account holder | $96 | $418-77.1% | $5,113-98.1% | $521-81.6% |