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 |
|---|---|---|
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $40,611 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $24,814 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $5,638 |
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 | $32,708 | $52,293-37.5% | $178,490-81.7% | $73,409-55.4% |
| Participation rate | 99.2% | 65.3%+33.8pp | 81.9%+17.2pp | 72.2%+27.0pp |
| Annual return | 18.53% | 34.75%-16.2pp | 151.07%-132.5pp | 59.29%-40.8pp |
| Employer contribution / active EE | $2,885 | $1,735+66.2% | $5,011-42.4% | $2,234+29.2% |
| Participant deferral / active EE | $5,940 | $2,332+154.7% | $5,202+14.2% | $3,805+56.1% |
| Admin fee / account holder | $236 | $127+85.7% | $13,984-98.3% | $158+49.8% |