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 | $87,396 |
ERISA SERVICES, INC.3+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $14,595 |
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 | $17,328 | $46,173-62.5% | $170,442-89.8% | $69,631-75.1% |
| Participation rate | 88.5% | 63.9%+24.6pp | 83.6%+4.9pp | 70.7%+17.8pp |
| Annual return | 21.16% | 21.62%-0.5pp | 205.93%-184.8pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $1,653 | $1,610+2.7% | $5,433-69.6% | $2,032-18.7% |
| Participant deferral / active EE | $2,260 | $2,080+8.7% | $4,939-54.2% | $3,224-29.9% |
| Admin fee / account holder | $125 | $116+7.9% | $13,880-99.1% | $110+13.3% |