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 | $15,825 |
Filed as: UBS FINANCIAL SERVICES, INC. Service code 27 · EIN 13-2638166 | Advisory (Plan) | $14,339 |
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 | $87,910 | $50,637+73.6% | $86,590+1.5% | $62,292+41.1% |
| Participation rate | 89.0% | 67.9%+21.1pp | 73.5%+15.4pp | 69.5%+19.5pp |
| Annual return | 20.56% | 20.80%-0.2pp | 964.84%-944.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $3,015 | $2,075+45.3% | $2,839+6.2% | $2,042+47.6% |
| Participant deferral / active EE | $5,807 | $2,611+122.4% | $3,609+60.9% | $3,169+83.2% |
| Admin fee / account holder | $209 | $413-49.4% | $4,906-95.7% | $479-56.4% |