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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $151,957 | $47,977+216.7% | $154,107-1.4% | $56,287+170.0% |
| Participation rate | 93.4% | 66.2%+27.2pp | 83.0%+10.4pp | 69.9%+23.5pp |
| Annual return | -4.14% | 3.54%-7.7pp | 735.12%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $7,897 | $2,169+264.1% | $5,298+49.1% | $2,111+274.1% |
| Participant deferral / active EE | $5,751 | $2,392+140.5% | $5,081+13.2% | $3,350+71.7% |
| Admin fee / account holder | $384 | $438-12.5% | $13,411-97.1% | $521-26.4% |