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 |
|---|---|---|
Service code 27 315 DEADDERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $8,911 |
INFOSEND INC1 year Service code 99 4240 E LA PALMA · ANAHEM, CA 92807 | Other Fees | $8,400 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,096 |
Filed as: TRANSAMERICA Service code 15 · EIN 39-0989781 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,624 | $70,908+5.2% | $98,907-24.6% | $73,488+1.5% |
| Participation rate | 55.2% | 73.8%-18.6pp | 76.0%-20.8pp | 70.7%-15.5pp |
| Annual return | 8.83% | 34.17%-25.3pp | 196.43%-187.6pp | 28.51%-19.7pp |
| Employer contribution / active EE | $1,333 | $2,036-34.6% | $2,689-50.4% | $2,270-41.3% |
| Participant deferral / active EE | $2,702 | $3,500-22.8% | $4,244-36.3% | $3,740-27.7% |
| Admin fee / account holder | $222 | $535-58.5% | $6,642-96.7% | $513-56.7% |