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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $12,158 |
MAGGART & ASSOCIATES2 years Filed as: MAGGART & ASSOCIATES PC Service code 10 · EIN 62-1036705 | Accounting | $6,990 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,023 | $105,181-57.2% | $159,436-71.8% | $85,850-47.6% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.8%-1.9pp | 69.3%+11.6pp |
| Annual return | 14.42% | 45.07%-30.7pp | 263.57%-249.1pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,145 | $3,318-35.4% | $4,829-55.6% | $2,565-16.4% |
| Participant deferral / active EE | $4,341 | $5,945-27.0% | $7,352-41.0% | $3,952+9.9% |
| Admin fee / account holder | $166 | $6,933-97.6% | $10,799-98.5% | $6,260-97.4% |