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 | $20,733 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA ADVISORS INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $14,140 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 65-1504903 | Recordkeeping | $1,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,029 | $41,078+21.8% | $80,569-37.9% | $71,457-30.0% |
| Participation rate | 79.4% | 50.2%+29.1pp | 67.0%+12.4pp | 67.9%+11.4pp |
| Annual return | 16.61% | 38.45%-21.8pp | 935.43%-918.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $907 | $1,506-39.7% | $2,723-66.7% | $2,588-64.9% |
| Participant deferral / active EE | $1,282 | $2,699-52.5% | $4,447-71.2% | $4,289-70.1% |
| Admin fee / account holder | $277 | $1,840-84.9% | $5,377-94.8% | $1,587-82.5% |