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 |
|---|---|---|
COMPENSATION SYSTEMS, INC.5+ years Service code 15 · EIN 35-1277460 | Recordkeeping | $53,638 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,076 |
Filed as: TRANSAMERICA LIFE INSURANCE CO Service code 15 · EIN 39-0989781 | Recordkeeping | $3,110 |
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 | $30,365 | $52,293-41.9% | $178,490-83.0% | $73,409-58.6% |
| Participation rate | 81.7% | 65.3%+16.3pp | 81.9%-0.3pp | 72.2%+9.5pp |
| Annual return | 30.96% | 34.75%-3.8pp | 151.07%-120.1pp | 59.29%-28.3pp |
| Employer contribution / active EE | $1,137 | $1,735-34.5% | $5,011-77.3% | $2,234-49.1% |
| Participant deferral / active EE | $2,637 | $2,332+13.1% | $5,202-49.3% | $3,805-30.7% |
| Admin fee / account holder | $34 | $127-73.1% | $13,984-99.8% | $158-78.3% |