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 | $46,332 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,794 | $33,067+41.5% | $76,523-38.8% | $56,287-16.9% |
| Participation rate | 99.6% | 55.4%+44.2pp | 68.0%+31.6pp | 69.9%+29.7pp |
| Annual return | -8.45% | 2.72%-11.2pp | -0.27%-8.2pp | -9.96%+1.5pp |
| Employer contribution / active EE | $1,873 | $1,200+56.0% | $2,647-29.3% | $2,111-11.3% |
| Participant deferral / active EE | $5,023 | $2,240+124.3% | $3,835+31.0% | $3,350+50.0% |
| Admin fee / account holder | $162 | $537-69.8% | $4,848-96.7% | $521-68.9% |