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 |
|---|---|---|
Service code 16 · EIN 47-1411118 | Consulting | $17,364 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $640 |
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 | $50,483 | $98,982-49.0% | $162,163-68.9% | $65,185-22.6% |
| Participation rate | 75.0% | 85.8%-10.8pp | 87.6%-12.6pp | 70.2%+4.8pp |
| Annual return | 30.49% | 24.84%+5.7pp | 115.59%-85.1pp | 29.38%+1.1pp |
| Employer contribution / active EE | $5,791 | $3,467+67.0% | $5,614+3.2% | $2,177+166.0% |
| Participant deferral / active EE | $9,469 | $5,384+75.9% | $7,298+29.7% | $3,514+169.5% |
| Admin fee / account holder | $130 | $596-78.1% | $10,843-98.8% | $847-84.6% |