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 |
|---|---|---|
INCERA & ASSOCIATES4+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $800 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $120 |
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 | $58,352 | $55,449+5.2% | $83,848-30.4% | $56,287+3.7% |
| Participation rate | 76.9% | 68.0%+8.9pp | 76.1%+0.7pp | 69.9%+7.0pp |
| Annual return | -2.96% | -1.38%-1.6pp | 850.88%-853.8pp | -9.96%+7.0pp |
| Employer contribution / active EE | $1,099 | $2,430-54.8% | $3,631-69.7% | $2,111-48.0% |
| Participant deferral / active EE | $2,170 | $2,935-26.1% | $4,082-46.8% | $3,350-35.2% |
| Admin fee / account holder | $9 | $656-98.6% | $5,478-99.8% | $521-98.2% |