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 |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $8,539 |
THE BENEFIT PRACTICE2+ years Service code 15 · EIN 13-4144565 | Recordkeeping | $2,139 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,327 | $52,884-31.3% | $84,750-57.1% | $55,167-34.2% |
| Participation rate | 70.3% | 67.5%+2.8pp | 76.6%-6.3pp | 69.0%+1.3pp |
| Annual return | 3.95% | 18.03%-14.1pp | 22.78%-18.8pp | 169.23%-165.3pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,735 | $2,644+3.4% | $3,712-26.3% | $3,054-10.5% |
| Admin fee / account holder | $101 | $581-82.7% | $5,332-98.1% | $504-80.0% |