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 | $18,987 |
SECURITIES AMERICA INC2+ years Filed as: SECURITIES AMERICA ADVISORS INC Service code 16 · EIN 47-0648506 | Consulting | $12,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,472 | $73,638-39.6% | $95,952-53.7% | $73,488-39.5% |
| Participation rate | 77.2% | 76.2%+1.0pp | 77.1%+0.1pp | 70.7%+6.5pp |
| Annual return | 13.66% | 16.78%-3.1pp | 91.61%-78.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,432 | $1,863-23.2% | $2,541-43.7% | $2,270-36.9% |
| Participant deferral / active EE | $2,681 | $3,617-25.9% | $4,167-35.7% | $3,740-28.3% |
| Admin fee / account holder | $284 | $482-41.1% | $6,795-95.8% | $513-44.7% |