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 | $19,282 |
Filed as: 3(16) FIDUCIARY SERVICES CORPORATIO Service code 15 · EIN 45-4813650 | Recordkeeping | $7,937 |
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 | $29,341 | $99,957-70.6% | $149,696-80.4% | $73,488-60.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 17.31% | 53.87%-36.6pp | 276.60%-259.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,360 | $3,191-26.0% | $4,644-49.2% | $2,270+4.0% |
| Participant deferral / active EE | $3,401 | $6,073-44.0% | $6,842-50.3% | $3,740-9.1% |
| Admin fee / account holder | $123 | $551-77.7% | $9,309-98.7% | $513-76.1% |