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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,063 |
PENSION ASSURANCE LLP7 years Filed as: PENSION BENEFITS UNLIMITED, INC. Service code 15 · EIN 33-0499726 | Recordkeeping | $2,883 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,864 | $59,417-54.8% | $93,606-71.3% | $74,495-63.9% |
| Participation rate | 87.2% | 59.7%+27.6pp | 68.7%+18.5pp | 67.2%+20.0pp |
| Annual return | 12.61% | 81.83%-69.2pp | 133.20%-120.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $612 | $1,264-51.5% | $2,420-74.7% | $2,623-76.7% |
| Participant deferral / active EE | $4,235 | $3,050+38.9% | $4,411-4.0% | $4,346-2.5% |
| Admin fee / account holder | $39 | $3,021-98.7% | $8,285-99.5% | $1,942-98.0% |