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 |
|---|---|---|
PENSION PLAN SPECIALISTS, PC6+ years Service code 15 · EIN 91-1889112 | Recordkeeping | $32,147 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $27,050 |
GOETZ BAILEY & YALE PS1 year Service code 10 · EIN 91-1874918 | Accounting | $9,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,377 | $58,101-47.7% | $118,925-74.5% | $73,409-58.6% |
| Participation rate | 52.6% | 56.1%-3.5pp | 75.4%-22.8pp | 72.2%-19.6pp |
| Annual return | 13.79% | 20.56%-6.8pp | 35.88%-22.1pp | 59.29%-45.5pp |
| Employer contribution / active EE | $1,095 | $1,445-24.2% | $3,263-66.4% | $2,234-51.0% |
| Participant deferral / active EE | $1,706 | $2,400-28.9% | $4,265-60.0% | $3,805-55.2% |
| Admin fee / account holder | $13 | $138-90.6% | $6,581-99.8% | $158-91.8% |