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 |
|---|---|---|
Filed as: TRANSAMERICA RETIREMENT SOLUTIONS, Service code 15 · EIN 13-3689044 | Recordkeeping | $46,924 |
Filed as: SNOWDEN ACCOUNT SERVICES, INC Service code 22 · EIN 46-3766777 | Insurance Broker | $45,171 |
RIVERA C1 year Filed as: RIVERA JAMJIAN ASSOCIATES Service code 10 · EIN 20-3729687 | Accounting | $12,690 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,109 | $34,677+61.8% | $77,024-27.2% | $64,808-13.4% |
| Participation rate | 86.3% | 49.8%+36.5pp | 67.9%+18.4pp | 71.5%+14.8pp |
| Annual return | -11.97% | -5.33%-6.6pp | 42.32%-54.3pp | 32.82%-44.8pp |
| Employer contribution / active EE | $2,186 | $1,370+59.6% | $2,812-22.3% | $2,506-12.8% |
| Participant deferral / active EE | $2,672 | $2,556+4.5% | $4,426-39.6% | $4,310-38.0% |
| Admin fee / account holder | $199 | $179+11.3% | $5,425-96.3% | $188+5.8% |