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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $13,511 |
MCGREGOR & ASSOCIATES, INC.2+ years Filed as: MCGREGOR & ASSOCIATES Service code 15 · EIN 61-1211399 | Recordkeeping | $3,045 |
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 | $13,412 | $36,916-63.7% | $156,549-91.4% | $57,658-76.7% |
| Participation rate | 79.0% | 63.4%+15.6pp | 84.0%-5.0pp | 70.2%+8.8pp |
| Annual return | 10.93% | 12.38%-1.5pp | 32.23%-21.3pp | 5.13%+5.8pp |
| Employer contribution / active EE | $610 | $1,571-61.1% | $5,501-88.9% | $1,974-69.1% |
| Participant deferral / active EE | $1,253 | $1,926-34.9% | $4,871-74.3% | $3,061-59.1% |
| Admin fee / account holder | $64 | $82-22.7% | $13,027-99.5% | $95-32.5% |