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 | $19,925 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $15,788 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $63,249 | $43,133+46.6% | $89,391-29.2% | $73,488-13.9% |
| Participation rate | 75.4% | 55.0%+20.4pp | 68.0%+7.4pp | 70.7%+4.7pp |
| Annual return | 17.05% | 135.66%-118.6pp | 245.62%-228.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,480 | $1,438+2.9% | $2,586-42.8% | $2,270-34.8% |
| Participant deferral / active EE | $1,424 | $2,445-41.7% | $3,890-63.4% | $3,740-61.9% |
| Admin fee / account holder | $320 | $444-27.9% | $4,881-93.4% | $513-37.7% |