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 | $14,015 |
MAGGART & ASSOCIATES2 years Service code 10 · EIN 62-1036705 | Accounting | $3,554 |
ACUFF & ASSOCIATES, INC.2 years Service code 15 · EIN 62-1477251 | Recordkeeping | $840 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,489 | $93,571-43.9% | $135,903-61.4% | $75,163-30.2% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.0pp | 67.2%+16.8pp |
| Annual return | 16.56% | 30.90%-14.3pp | 68.23%-51.7pp | 160.62%-144.1pp |
| Employer contribution / active EE | $3,509 | $3,537-0.8% | $4,856-27.7% | $2,670+31.4% |
| Participant deferral / active EE | $4,950 | $6,404-22.7% | $7,758-36.2% | $4,125+20.0% |
| Admin fee / account holder | $155 | $6,975-97.8% | $10,762-98.6% | $5,651-97.3% |