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: TRANSITION FINANCE STRATEGIES/BREA Service code 14 · EIN 13-4238973 | Plan Administrator | $5,339 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,900 | $46,745-3.9% | $60,547-25.8% | $52,331-14.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 68.0%+32.0pp | 68.1%+31.9pp |
| Annual return | 12.69% | 0.61%+12.1pp | 335.64%-323.0pp | 4.54%+8.1pp |
| Employer contribution / active EE | $2,997 | $1,259+138.1% | $2,419+23.9% | $1,882+59.3% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $3,328-100.0% | $3,022-100.0% |
| Admin fee / account holder | $13 | $537-97.5% | $4,536-99.7% | $592-97.8% |