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 7-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 CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $11,904 |
SECURITIES AMERICA INC1+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 16 · EIN 47-0648506 | Consulting | $7,499 |
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 | $36,869 | $65,376-43.6% | $87,100-57.7% | $65,185-43.4% |
| Participation rate | 77.2% | 75.3%+1.9pp | 76.9%+0.3pp | 70.2%+7.0pp |
| Annual return | 25.29% | 31.27%-6.0pp | 28.19%-2.9pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,336 | $1,822-26.7% | $2,521-47.0% | $2,177-38.6% |
| Participant deferral / active EE | $2,310 | $3,388-31.8% | $4,049-42.9% | $3,514-34.3% |
| Admin fee / account holder | $193 | $520-62.8% | $7,497-97.4% | $847-77.2% |