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 · EIN 47-1411118 | Advisory (Plan) | $25,455 |
COMPENSATION SYSTEMS, INC.4+ years Service code 15 · EIN 35-1277460 | Recordkeeping | $25,320 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $2,412 |
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 | $23,715 | $62,928-62.3% | $172,739-86.3% | $67,579-64.9% |
| Participation rate | 76.2% | 64.5%+11.7pp | 82.6%-6.5pp | 71.3%+4.9pp |
| Annual return | 22.38% | 30.36%-8.0pp | 802.84%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $657 | $1,636-59.8% | $5,143-87.2% | $2,148-69.4% |
| Participant deferral / active EE | $2,285 | $2,145+6.6% | $5,198-56.0% | $3,539-35.4% |
| Admin fee / account holder | $37 | $167-77.5% | $13,954-99.7% | $142-73.7% |