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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,678 |
POLLARD & ASSOCIATES, INC.4+ years Filed as: POLLARD & ASSOCIATES, INC Service code 15 · EIN 52-0909772 | Recordkeeping | $2,400 |
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 | $97,145 | $50,958+90.6% | $74,550+30.3% | $64,186+51.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -5.38% | -1.86%-3.5pp | 32.53%-37.9pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,424 | $1,115+117.3% | $1,961+23.6% | $2,381+1.8% |
| Participant deferral / active EE | $6,053 | $2,301+163.0% | $3,108+94.8% | $3,470+74.5% |
| Admin fee / account holder | $149 | $4,223-96.5% | $5,060-97.0% | $4,888-96.9% |