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.6+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $11,595 |
VRAKAS S.C.3 years Filed as: VRAKAS SC Service code 10 · EIN 39-1453055 | Accounting | $8,300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $588 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,774 | $79,428+93.6% | $106,548+44.3% | $79,386+93.7% |
| Participation rate | 95.2% | 74.1%+21.1pp | 76.1%+19.1pp | 70.7%+24.5pp |
| Annual return | 21.27% | 18.27%+3.0pp | 26.80%-5.5pp | 116.85%-95.6pp |
| Employer contribution / active EE | $1,935 | $2,234-13.4% | $2,819-31.3% | $2,427-20.3% |
| Participant deferral / active EE | $5,963 | $3,823+56.0% | $4,398+35.6% | $4,046+47.4% |
| Admin fee / account holder | $77 | $523-85.2% | $7,407-99.0% | $626-87.7% |