Filed December 15, 2020
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 5-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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $26,520 |
Filed as: TRANSAMERICA RETIREMENT SOLNS Service code 15 · EIN 13-3689044 | Recordkeeping | $22,905 |
Filed as: CBIZ MHM LLC Service code 10 · EIN 20-1717681 | Accounting | $13,500 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $12,654 |
RPA FINANCIAL LLC2 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $5,149 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,742 | $53,165-64.7% | $86,188-78.3% | $74,419-74.8% |
| Participation rate | 94.2% | 64.9%+29.4pp | 69.0%+25.3pp | 70.7%+23.5pp |
| Annual return | 19.67% | 22.64%-3.0pp | 1168.45%-1148.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $3,392 | $1,210+180.4% | $2,380+42.5% | $2,637+28.6% |
| Participant deferral / active EE | $4,478 | $3,234+38.4% | $3,985+12.4% | $4,528-1.1% |
| Admin fee / account holder | $237 | $551-57.0% | $6,852-96.5% | $348-31.8% |