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 | $7,027 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $4,650 |
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 | $33,133 | $66,302-50.0% | $110,238-69.9% | $56,287-41.1% |
| Participation rate | 96.6% | 74.9%+21.7pp | 79.8%+16.8pp | 69.9%+26.7pp |
| Annual return | -3.90% | -1.18%-2.7pp | 314.74%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,351 | $2,047+14.8% | $3,826-38.6% | $2,111+11.4% |
| Participant deferral / active EE | $2,077 | $3,381-38.6% | $4,672-55.5% | $3,350-38.0% |
| Admin fee / account holder | $49 | $698-93.0% | $8,547-99.4% | $521-90.7% |