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 | $88,087-67.9% | $164,866-82.8% | $74,546-62.1% |
| Participation rate | 98.1% | 73.1%+25.1pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 12.32% | 17.27%-5.0pp | 69.97%-57.7pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $852 | $2,595-67.2% | $4,343-80.4% | $2,624-67.5% |
| Participant deferral / active EE | $4,399 | $4,499-2.2% | $6,033-27.1% | $4,347+1.2% |
| Admin fee / account holder | $316 | $2,232-85.9% | $12,689-97.5% | $1,944-83.8% |