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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.2+ years Filed as: RETIREMENT STRATEGIES Service code 17 · EIN 58-2380163 | Pension Consulting | $2,400 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $678 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $25,481 | $51,244-50.3% | $80,975-68.5% | $55,167-53.8% |
| Participation rate | 79.9% | 71.7%+8.2pp | 75.8%+4.1pp | 69.0%+10.9pp |
| Annual return | 7.16% | 17.39%-10.2pp | 17.10%-9.9pp | 169.23%-162.1pp |
| Employer contribution / active EE | $697 | $1,770-60.6% | $3,714-81.2% | $1,963-64.5% |
| Participant deferral / active EE | $1,484 | $4,418-66.4% | $5,696-73.9% | $3,054-51.4% |
| Admin fee / account holder | $18 | $398-95.5% | $5,516-99.7% | $504-96.5% |