See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $28,903 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 17 · EIN 82-3719843 | Pension Consulting | $11,624 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,831 | $78,419+10.7% | $133,956-35.2% | $73,409+18.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 79.8%+9.0pp | 72.2%+16.7pp |
| Annual return | 28.73% | 33.35%-4.6pp | 45.09%-16.4pp | 59.29%-30.6pp |
| Employer contribution / active EE | $651 | $2,044-68.1% | $3,919-83.4% | $2,234-70.9% |
| Participant deferral / active EE | $4,391 | $3,925+11.9% | $5,048-13.0% | $3,805+15.4% |
| Admin fee / account holder | $115 | $161-28.6% | $8,927-98.7% | $158-27.1% |