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 5-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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $12,576 |
RYAN AND MCDONALD1 year Filed as: RYAN AND MCDONALD CPAS Service code 10 · EIN 77-0583407 | Accounting | $10,750 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 94-3324288 | Recordkeeping | $3,163 |
THE BENEFIT PRACTICE1 year Filed as: THE BENEFIT PRACITCE Service code 15 · EIN 13-4144565 | Recordkeeping | $1,825 |
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 | $86,165 | $65,557+31.4% | $105,738-18.5% | $56,287+53.1% |
| Participation rate | 75.1% | 63.4%+11.7pp | 76.3%-1.2pp | 69.9%+5.3pp |
| Annual return | -3.10% | -1.32%-1.8pp | 6.27%-9.4pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,295 | $1,788+28.3% | $3,268-29.8% | $2,111+8.7% |
| Participant deferral / active EE | $6,497 | $2,418+168.7% | $4,080+59.3% | $3,350+94.0% |
| Admin fee / account holder | $146 | $561-74.0% | $6,913-97.9% | $521-72.0% |