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 |
|---|---|---|
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $72,227 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,100 |
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 | $70,917 | $48,064+47.5% | $78,778-10.0% | $69,631+1.8% |
| Participation rate | 82.3% | 61.6%+20.7pp | 69.2%+13.1pp | 70.7%+11.6pp |
| Annual return | 19.80% | 21.81%-2.0pp | 35.62%-15.8pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $3,729 | $744+401.5% | $1,986+87.8% | $2,032+83.5% |
| Participant deferral / active EE | $7,325 | $2,079+252.3% | $2,958+147.6% | $3,224+127.2% |
| Admin fee / account holder | $110 | $152-27.3% | $5,134-97.8% | $1100% |