See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $3,080 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,859 |
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 | $16,703 | $49,451-66.2% | $79,550-79.0% | $66,914-75.0% |
| Participation rate | 88.4% | 61.3%+27.1pp | 69.5%+18.9pp | 69.8%+18.6pp |
| Annual return | -16.80% | 84.25%-101.1pp | 0.16%-17.0pp | 1.58%-18.4pp |
| Employer contribution / active EE | $694 | $1,266-45.2% | $2,413-71.2% | $2,544-72.7% |
| Participant deferral / active EE | $4,052 | $3,159+28.3% | $3,985+1.7% | $4,237-4.4% |
| Admin fee / account holder | $24 | $595-95.9% | $6,832-99.6% | $593-95.9% |