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 | $15,486 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 15 · EIN 45-4813650 | Recordkeeping | $11,649 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,540 | $89,652-71.5% | $141,162-81.9% | $65,185-60.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.29% | 32.79%-8.5pp | 71.39%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $2,152 | $3,065-29.8% | $4,735-54.5% | $2,177-1.1% |
| Participant deferral / active EE | $3,660 | $5,691-35.7% | $6,709-45.5% | $3,514+4.2% |
| Admin fee / account holder | $140 | $569-75.4% | $10,261-98.6% | $847-83.5% |