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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $31,308 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $960 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,607 | $70,908-55.4% | $98,907-68.0% | $73,488-57.0% |
| Participation rate | 98.0% | 73.8%+24.2pp | 76.0%+22.0pp | 70.7%+27.3pp |
| Annual return | -3.63% | 34.17%-37.8pp | 196.43%-200.1pp | 28.51%-32.1pp |
| Employer contribution / active EE | $10,766 | $2,036+428.7% | $2,689+300.4% | $2,270+374.2% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $141 | $535-73.7% | $6,642-97.9% | $513-72.5% |