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 LLP4+ years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · SARASOTA, FL 34202 | Recordkeeping | $5,099 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,329 | $79,523-4.0% | $140,016-45.5% | $56,287+35.6% |
| Participation rate | 82.5% | 85.7%-3.3pp | 87.5%-5.0pp | 69.9%+12.6pp |
| Annual return | -3.86% | 2.39%-6.2pp | 651.12%-655.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,877 | $3,350-14.1% | $5,606-48.7% | $2,111+36.3% |
| Participant deferral / active EE | $5,451 | $5,129+6.3% | $6,927-21.3% | $3,350+62.7% |
| Admin fee / account holder | $13 | $614-97.9% | $10,705-99.9% | $521-97.5% |