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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $45,986 |
THE PENSION DESIGN GROUP2 years Service code 15 · EIN 46-2028188 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,557 | $84,487-39.0% | $125,339-58.9% | $66,914-23.0% |
| Participation rate | 99.3% | 76.4%+22.9pp | 82.4%+16.9pp | 69.8%+29.5pp |
| Annual return | -15.14% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $1,284 | $3,553-63.9% | $4,814-73.3% | $2,544-49.5% |
| Participant deferral / active EE | $4,416 | $6,781-34.9% | $7,446-40.7% | $4,237+4.2% |
| Admin fee / account holder | $269 | $685-60.7% | $10,010-97.3% | $593-54.7% |