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 7-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE Service code 15 · EIN 36-6071399 | Recordkeeping | $10,296 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN FIDUCIARY SERVICES Service code 15 · EIN 82-3719843 | Recordkeeping | $5,491 |
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 | $10,635 | $80,724-86.8% | $103,333-89.7% | $74,495-85.7% |
| Participation rate | 90.3% | 65.7%+24.6pp | 74.5%+15.8pp | 67.2%+23.1pp |
| Annual return | 11.78% | 27.56%-15.8pp | 24.88%-13.1pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,822 | $3,157-42.3% | $3,868-52.9% | $2,623-30.5% |
| Participant deferral / active EE | $2,308 | $3,860-40.2% | $5,057-54.4% | $4,346-46.9% |
| Admin fee / account holder | $97 | $2,368-95.9% | $8,355-98.8% | $1,942-95.0% |