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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $19,657 |
ASCENSUS LLC5 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $13,445 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,745 | $88,890-89.0% | $102,423-90.5% | $77,643-87.4% |
| Participation rate | 82.2% | 80.9%+1.3pp | 76.5%+5.7pp | 70.6%+11.6pp |
| Annual return | 17.28% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,202 | $2,698-55.5% | $3,023-60.3% | $2,726-55.9% |
| Participant deferral / active EE | $2,397 | $5,145-53.4% | $5,053-52.6% | $4,647-48.4% |
| Admin fee / account holder | $95 | $235-59.6% | $9,451-99.0% | $430-77.9% |