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 | $22,464 |
Service code 27 · EIN 90-0138117 | Advisory (Plan) | $17,592 |
PENSION ASSURANCE LLP1 year Filed as: PENSION CONSULTANTS, INC. - CT Service code 15 · EIN 06-1504963 | Recordkeeping | $982 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,784 | $44,960+1.8% | $84,966-46.1% | $74,495-38.5% |
| Participation rate | 82.9% | 49.4%+33.5pp | 67.5%+15.4pp | 67.2%+15.7pp |
| Annual return | 12.51% | 26.24%-13.7pp | 66.38%-53.9pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $586 | $1,457-59.8% | $2,727-78.5% | $2,623-77.7% |
| Participant deferral / active EE | $1,356 | $2,731-50.4% | $4,519-70.0% | $4,346-68.8% |
| Admin fee / account holder | $287 | $2,209-87.0% | $6,149-95.3% | $1,942-85.2% |