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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.7+ years Service code 15 · EIN 35-1277460 | Recordkeeping | $54,550 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $40,440 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $9,700 |
BEST MONEY MOVES LLC2 years Service code 17 · EIN 81-1272208 | Pension Consulting | $1,680 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,003 | $46,292-46.0% | $143,757-82.6% | $64,808-61.4% |
| Participation rate | 81.4% | 64.2%+17.2pp | 80.3%+1.1pp | 71.5%+10.0pp |
| Annual return | -23.22% | -10.05%-13.2pp | -0.04%-23.2pp | 32.82%-56.0pp |
| Employer contribution / active EE | $775 | $1,910-59.4% | $4,951-84.4% | $2,506-69.1% |
| Participant deferral / active EE | $2,980 | $2,646+12.6% | $5,637-47.1% | $4,310-30.9% |
| Admin fee / account holder | $17 | $154-88.9% | $14,673-99.9% | $188-90.9% |