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 | Recordkeeping | $19,116 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $2,850 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,590 | $65,061-80.6% | $143,757-91.2% | $66,914-81.2% |
| Participation rate | 88.3% | 65.2%+23.1pp | 80.3%+8.0pp | 69.8%+18.5pp |
| Annual return | -16.80% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,420 | $2,361+2.5% | $4,951-51.1% | $2,544-4.9% |
| Participant deferral / active EE | $1,803 | $2,919-38.2% | $5,637-68.0% | $4,237-57.4% |
| Admin fee / account holder | $54 | $502-89.2% | $14,673-99.6% | $593-90.9% |