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.4 years Filed as: VONLEHMAN CPA & ADVISORY FIRM Service code 10 · EIN 31-0905417 | Accounting | $16,600 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,425 | $61,272+153.7% | $149,673+3.8% | $71,457+117.5% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 15.52% | 35.85%-20.3pp | 134.42%-118.9pp | 28.85%-13.3pp |
| Employer contribution / active EE | $9,778 | $2,378+311.1% | $4,818+103.0% | $2,588+277.9% |
| Participant deferral / active EE | $7,784 | $2,917+166.9% | $5,680+37.0% | $4,289+81.5% |
| Admin fee / account holder | $97 | $1,261-92.3% | $13,210-99.3% | $1,587-93.9% |