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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.1+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $16,545 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $4,575 |
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 | $26,388 | $42,772-38.3% | $87,507-69.8% | $55,167-52.2% |
| Participation rate | 98.7% | 66.5%+32.2pp | 73.8%+24.8pp | 69.0%+29.7pp |
| Annual return | 9.73% | 21.20%-11.5pp | 12.21%-2.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $2,173 | $1,277+70.2% | $2,550-14.8% | $1,963+10.7% |
| Participant deferral / active EE | $6,128 | $2,342+161.6% | $3,149+94.6% | $3,054+100.6% |
| Admin fee / account holder | $62 | $461-86.5% | $4,221-98.5% | $504-87.7% |