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 9-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 INSUR C Service code 15 · EIN 36-6071399 | Recordkeeping | $5,847 |
HUNNEX AND SHOEMAKER, INC.3 years Service code 15 · EIN 91-1072394 | Recordkeeping | $1,175 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,356 | $54,590-90.2% | $81,930-93.5% | $73,488-92.7% |
| Participation rate | 73.0% | 68.3%+4.7pp | 72.0%+1.0pp | 70.7%+2.4pp |
| Annual return | 27.06% | 17.74%+9.3pp | 29.49%-2.4pp | 28.51%-1.5pp |
| Employer contribution / active EE | $1,519 | $1,636-7.2% | $4,310-64.8% | $2,270-33.1% |
| Participant deferral / active EE | $2,795 | $2,759+1.3% | $7,107-60.7% | $3,740-25.3% |
| Admin fee / account holder | $29 | $592-95.1% | $5,158-99.4% | $513-94.4% |