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 4-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $52,918 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN FIDUCIARY SERVICES, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $11,376 |
FLEXPATH STRATEGIES, LLC2 years Service code 27 · EIN 46-4782313 | Advisory (Plan) | $417 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,279 | $88,083-67.9% | $164,813-82.8% | $74,495-62.0% |
| Participation rate | 98.1% | 73.0%+25.1pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 12.32% | 17.26%-4.9pp | 69.93%-57.6pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $852 | $2,593-67.1% | $4,341-80.4% | $2,623-67.5% |
| Participant deferral / active EE | $4,399 | $4,498-2.2% | $6,031-27.1% | $4,346+1.2% |
| Admin fee / account holder | $316 | $2,234-85.9% | $12,690-97.5% | $1,942-83.7% |