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 |
|---|---|---|
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 11 · EIN 13-3689044 | Actuarial | $36,845 |
FROST BANK7 years Service code 15 · EIN 74-2331194 | Recordkeeping | $35,724 |
Filed as: BURKHART PETERSON, CPAS, PLLC Service code 10 · EIN 86-2317414 | Accounting | $29,700 |
See 1 actuary disclosure. $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.
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 | $0 | $49,655-100.0% | $803,298-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 56.4%-56.4pp | 17.1%-17.1pp |
| Annual return | 10.36% | 9.70%+0.7pp | 10.48%-0.1pp | 9.82%+0.5pp |
| Employer contribution / active EE | $15,000 | $7,792+92.5% | $34,979-57.1% | $13,587+10.4% |
| Participant deferral / active EE | $0 | $0 | $11-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $3,829-100.0% | $2,893-100.0% |