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 15 · EIN 13-3689044 | Recordkeeping | $8,523 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $722 |
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 | $87,653 | $100,041-12.4% | $149,718-41.5% | $70,131+25.0% |
| Participation rate | 96.0% | 83.6%+12.4pp | 87.1%+8.9pp | 69.5%+26.5pp |
| Annual return | 14.81% | 27.43%-12.6pp | 1501.63%-1486.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $4,608 | $3,662+25.8% | $5,445-15.4% | $2,342+96.7% |
| Participant deferral / active EE | $8,245 | $4,983+65.5% | $6,569+25.5% | $3,332+147.5% |
| Admin fee / account holder | $93 | $8,286-98.9% | $11,283-99.2% | $4,645-98.0% |