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 INS Service code 15 · EIN 36-6071399 | Recordkeeping | $87,072 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $12,397 |
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 | $12,948 | $36,916-64.9% | $156,549-91.7% | $57,658-77.5% |
| Participation rate | 86.4% | 63.4%+23.0pp | 84.0%+2.4pp | 70.2%+16.2pp |
| Annual return | 12.14% | 12.38%-0.2pp | 32.23%-20.1pp | 5.13%+7.0pp |
| Employer contribution / active EE | $1,486 | $1,571-5.4% | $5,501-73.0% | $1,974-24.7% |
| Participant deferral / active EE | $1,884 | $1,926-2.1% | $4,871-61.3% | $3,061-38.4% |
| Admin fee / account holder | $102 | $82+23.9% | $13,027-99.2% | $95+8.1% |