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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,802 |
Filed as: TRANSAMERICA RETIREMENT Service code 13 · EIN 13-3689044 | Contract Administrator | $7,854 |
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 | $98,290 | $79,519+23.6% | $95,952+2.4% | $73,409+33.9% |
| Participation rate | 87.5% | 81.2%+6.4pp | 77.1%+10.5pp | 72.2%+15.4pp |
| Annual return | 12.99% | 19.20%-6.2pp | 91.61%-78.6pp | 59.29%-46.3pp |
| Employer contribution / active EE | $4,612 | $2,048+125.2% | $2,541+81.5% | $2,234+106.5% |
| Participant deferral / active EE | $3,994 | $4,138-3.5% | $4,167-4.1% | $3,805+5.0% |
| Admin fee / account holder | $265 | $184+43.9% | $6,795-96.1% | $158+68.0% |