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 15 · EIN 13-3689044 | Recordkeeping | $1,330 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,270 |
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 | $38,697 | $66,302-41.6% | $110,238-64.9% | $56,287-31.3% |
| Participation rate | 75.9% | 74.9%+1.0pp | 79.8%-3.9pp | 69.9%+6.1pp |
| Annual return | -3.51% | -1.18%-2.3pp | 314.74%-318.2pp | -9.96%+6.5pp |
| Employer contribution / active EE | $822 | $2,047-59.9% | $3,826-78.5% | $2,111-61.1% |
| Participant deferral / active EE | $2,890 | $3,381-14.5% | $4,672-38.1% | $3,350-13.7% |
| Admin fee / account holder | $14 | $698-97.9% | $8,547-99.8% | $521-97.2% |