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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.3+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $4,568 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $993 |
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 | $161,663 | $58,083+178.3% | $80,019+102.0% | $56,287+187.2% |
| Participation rate | 87.3% | 73.6%+13.7pp | 75.8%+11.4pp | 69.9%+17.4pp |
| Annual return | 10.09% | 34.61%-24.5pp | 11.22%-1.1pp | -9.96%+20.0pp |
| Employer contribution / active EE | $1,697 | $1,932-12.2% | $2,468-31.2% | $2,111-19.6% |
| Participant deferral / active EE | $5,081 | $3,135+62.1% | $3,686+37.9% | $3,350+51.7% |
| Admin fee / account holder | $26 | $623-95.8% | $6,521-99.6% | $521-94.9% |