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 |
|---|---|---|
KUSHNER & COMPANY, INC.3+ years Service code 15 · EIN 38-2444337 | Recordkeeping | $1,750 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $240 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,382 | $52,639-70.8% | $185,117-91.7% | $62,292-75.3% |
| Participation rate | 75.2% | 63.9%+11.4pp | 77.3%-2.0pp | 69.5%+5.7pp |
| Annual return | 15.77% | 19.57%-3.8pp | 40.50%-24.7pp | 28.90%-13.1pp |
| Employer contribution / active EE | $612 | $1,483-58.7% | $4,182-85.4% | $2,042-70.0% |
| Participant deferral / active EE | $789 | $3,097-74.5% | $5,045-84.4% | $3,169-75.1% |
| Admin fee / account holder | $8 | $374-98.0% | $8,159-99.9% | $479-98.4% |