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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · SARASOTA, FL 34202 | Recordkeeping | $5,390 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,594 |
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 | $72,040 | $74,089-2.8% | $133,980-46.2% | $55,167+30.6% |
| Participation rate | 77.0% | 84.3%-7.3pp | 87.1%-10.0pp | 69.0%+8.0pp |
| Annual return | 8.75% | 12.11%-3.4pp | 29.30%-20.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $2,371 | $3,064-22.6% | $5,211-54.5% | $1,963+20.8% |
| Participant deferral / active EE | $5,010 | $4,678+7.1% | $6,282-20.2% | $3,054+64.1% |
| Admin fee / account holder | $45 | $458-90.1% | $9,324-99.5% | $504-91.0% |