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 13 · EIN 42-0127290 | Contract Administrator | $9,860 |
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 440 MAMARONECK AVE. · HARRISON, NY 105282418 | Recordkeeping | $2,923 |
BARCLAY PLANNING GROUP4 years Service code 15 · EIN 38-3466149 345 DIVERSION STREET · ROCHESTER, MI 48301 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,354 | $55,415-57.9% | $155,509-85.0% | $74,495-68.6% |
| Participation rate | 99.5% | 61.9%+37.5pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 14.40% | 268.50%-254.1pp | 64.67%-50.3pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $643 | $2,267-71.6% | $4,672-86.2% | $2,623-75.5% |
| Participant deferral / active EE | $2,183 | $2,836-23.0% | $5,626-61.2% | $4,346-49.8% |
| Admin fee / account holder | $71 | $1,738-95.9% | $15,912-99.6% | $1,942-96.4% |