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 | $60,402 |
SNOWDEN CAPITAL ADVISORS LLC3 years Filed as: SNOWDEN ACCOUNT SERVICES, INC Service code 22 · EIN 46-3766777 | Insurance Broker | $50,726 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $15,167 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 82-3719483 | Recordkeeping | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,323 | $45,031+20.6% | $84,966-36.1% | $77,643-30.0% |
| Participation rate | 97.5% | 48.7%+48.8pp | 67.5%+30.0pp | 70.6%+26.9pp |
| Annual return | 11.66% | 79.22%-67.6pp | 66.38%-54.7pp | 31.24%-19.6pp |
| Employer contribution / active EE | $3,075 | $1,609+91.1% | $2,727+12.8% | $2,726+12.8% |
| Participant deferral / active EE | $3,979 | $2,807+41.7% | $4,519-12.0% | $4,647-14.4% |
| Admin fee / account holder | $187 | $912-79.4% | $6,149-97.0% | $430-56.5% |