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 | $40,158 |
PASADENA PRIVATE WEALTH LLC2 years Service code 27 · EIN 82-4823358 | Advisory (Plan) | $10,601 |
Filed as: MILLENNIUM PENSION SERVICES Service code 15 · EIN 20-8792156 | Recordkeeping | $8,478 |
ERISA SMART2 years Filed as: ERISA SMART, INC Service code 14 · EIN 45-5529798 | Plan Administrator | $5,155 |
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 | $39,648 | $65,908-39.8% | $81,812-51.5% | $77,643-48.9% |
| Participation rate | 84.8% | 65.8%+19.0pp | 72.3%+12.4pp | 70.6%+14.2pp |
| Annual return | 19.86% | 26.64%-6.8pp | 773.79%-753.9pp | 31.24%-11.4pp |
| Employer contribution / active EE | $2,450 | $2,370+3.4% | $2,912-15.9% | $2,726-10.1% |
| Participant deferral / active EE | $3,838 | $3,505+9.5% | $4,319-11.1% | $4,647-17.4% |
| Admin fee / account holder | $272 | $526-48.4% | $7,386-96.3% | $430-36.9% |