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 | $48,348 |
THE PENSION DESIGN GROUP3 years Service code 15 · EIN 46-2028188 | Recordkeeping | $1,039 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,870 | $91,407-33.4% | $135,903-55.2% | $71,457-14.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.21% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,341 | $3,703-63.8% | $4,856-72.4% | $2,588-48.2% |
| Participant deferral / active EE | $4,500 | $7,092-36.5% | $7,758-42.0% | $4,289+4.9% |
| Admin fee / account holder | $276 | $1,266-78.2% | $10,762-97.4% | $1,587-82.6% |