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: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $12,215 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $490 |
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 | $139,542 | $58,879+137.0% | $178,490-21.8% | $73,488+89.9% |
| Participation rate | 96.6% | 66.2%+30.4pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 14.27% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $9,152 | $2,236+309.3% | $5,011+82.6% | $2,270+303.1% |
| Participant deferral / active EE | $6,612 | $2,567+157.5% | $5,202+27.1% | $3,740+76.8% |
| Admin fee / account holder | $78 | $400-80.6% | $13,984-99.4% | $513-84.9% |