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 |
|---|---|---|
CARD PALMER1 year Service code 10 · EIN 34-1599718 | Accounting | $6,900 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $620 |
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 | $135,459 | $98,750+37.2% | $149,696-9.5% | $79,858+69.6% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.5%+10.8pp | 69.6%+23.6pp |
| Annual return | 23.52% | 27.43%-3.9pp | 276.60%-253.1pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,109 | $3,216-34.4% | $4,644-54.6% | $2,471-14.6% |
| Participant deferral / active EE | $7,343 | $5,680+29.3% | $6,842+7.3% | $3,740+96.3% |
| Admin fee / account holder | $67 | $6,053-98.9% | $9,309-99.3% | $5,306-98.7% |