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 4-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 |
|---|---|---|
ROCKEFELLER FINANCIAL LLC4+ years Filed as: ROCKEFELLER CAPITAL MANAGEMENT INSU Service code 27 · EIN 82-4926179 | Advisory (Plan) | $76,677 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $60,452 |
ASCENSUS LLC4+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $19,927 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,447 | $89,588-35.9% | $136,007-57.8% | $77,643-26.0% |
| Participation rate | 97.7% | 74.3%+23.5pp | 76.5%+21.3pp | 70.6%+27.2pp |
| Annual return | 15.38% | 17.42%-2.0pp | 579.32%-563.9pp | 31.24%-15.9pp |
| Employer contribution / active EE | $2,114 | $3,491-39.5% | $4,217-49.9% | $2,726-22.5% |
| Participant deferral / active EE | $9,289 | $5,591+66.1% | $7,025+32.2% | $4,647+99.9% |
| Admin fee / account holder | $270 | $539-50.0% | $6,858-96.1% | $430-37.3% |