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 FINANCIAL LIFE Service code 15 · EIN 36-6071399 INSURANCE COMPANY · CEDAR RAPIDS, IA 52499 | Recordkeeping | $26,421 |
Filed as: MILLENNIUM PENSION SERVICES Service code 15 · EIN 20-8792156 | Recordkeeping | $6,542 |
Service code 27 · EIN 82-4823358 | Advisory (Plan) | $6,496 |
ERISA SMART1 year Filed as: ERISA SMART, INC Service code 14 · EIN 45-5529798 | Plan Administrator | $3,365 |
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 | $37,805 | $58,264-35.1% | $86,612-56.4% | $71,457-47.1% |
| Participation rate | 77.9% | 65.0%+12.9pp | 71.7%+6.2pp | 67.9%+10.0pp |
| Annual return | 16.65% | 21.63%-5.0pp | 591.07%-574.4pp | 28.85%-12.2pp |
| Employer contribution / active EE | $2,545 | $2,574-1.1% | $3,022-15.8% | $2,588-1.6% |
| Participant deferral / active EE | $3,305 | $3,436-3.8% | $4,438-25.5% | $4,289-22.9% |
| Admin fee / account holder | $245 | $1,057-76.8% | $5,614-95.6% | $1,587-84.6% |