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 |
|---|---|---|
CARLSON SV3 years Service code 10 · EIN 41-1562398 | Accounting | $14,450 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,098 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,611 | $62,327+58.2% | $120,354-18.1% | $74,495+32.4% |
| Participation rate | 90.8% | 56.8%+34.0pp | 71.9%+18.9pp | 67.2%+23.6pp |
| Annual return | 14.26% | 18.61%-4.3pp | 107.15%-92.9pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $2,902 | $1,843+57.4% | $3,463-16.2% | $2,623+10.6% |
| Participant deferral / active EE | $5,352 | $2,893+85.0% | $4,991+7.2% | $4,346+23.2% |
| Admin fee / account holder | $94 | $2,396-96.1% | $9,423-99.0% | $1,942-95.2% |