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 | $26,878 |
STALKER & ASSOCIATES, INC.3 years Filed as: STALKER AND ASSOCIATES Service code 15 · EIN 23-2756743 301 S STATE STREET · NEWTOWN, PA 18940 | Recordkeeping | $2,425 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,653 | $54,237-43.5% | $90,281-66.0% | $67,579-54.6% |
| Participation rate | 86.1% | 68.6%+17.4pp | 73.3%+12.8pp | 71.3%+14.8pp |
| Annual return | 23.24% | 37.27%-14.0pp | 78.10%-54.9pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,932 | $1,846+4.7% | $2,854-32.3% | $2,148-10.0% |
| Participant deferral / active EE | $4,803 | $2,625+83.0% | $3,885+23.6% | $3,539+35.7% |
| Admin fee / account holder | $105 | $123-14.6% | $5,351-98.0% | $142-25.9% |