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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.4+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $10,413 |
VRAKAS S.C.1 year Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $8,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,174 |
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 | $138,162 | $66,310+108.4% | $93,606+47.6% | $65,185+112.0% |
| Participation rate | 92.4% | 74.0%+18.4pp | 75.8%+16.6pp | 70.2%+22.2pp |
| Annual return | 3.57% | 42.58%-39.0pp | 32.76%-29.2pp | 29.38%-25.8pp |
| Employer contribution / active EE | $1,839 | $2,012-8.6% | $2,718-32.3% | $2,177-15.5% |
| Participant deferral / active EE | $5,551 | $3,342+66.1% | $4,069+36.4% | $3,514+58.0% |
| Admin fee / account holder | $86 | $6,897-98.8% | $7,888-98.9% | $847-89.9% |