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 |
|---|---|---|
VONLEHMAN & COMPANY, INC.3 years Filed as: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $15,085 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,055 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,775 | $65,061+111.8% | $143,757-4.2% | $66,914+105.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.37% | -11.14%-3.2pp | -0.04%-14.3pp | 1.58%-15.9pp |
| Employer contribution / active EE | $8,998 | $2,361+281.2% | $4,951+81.7% | $2,544+253.7% |
| Participant deferral / active EE | $7,166 | $2,919+145.5% | $5,637+27.1% | $4,237+69.1% |
| Admin fee / account holder | $96 | $502-81.0% | $14,673-99.3% | $593-83.9% |