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.5+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $10,319 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,218 |
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 | $135,472 | $70,908+91.1% | $98,907+37.0% | $73,488+84.3% |
| Participation rate | 91.0% | 73.8%+17.2pp | 76.0%+14.9pp | 70.7%+20.3pp |
| Annual return | 9.64% | 34.17%-24.5pp | 196.43%-186.8pp | 28.51%-18.9pp |
| Employer contribution / active EE | $1,964 | $2,036-3.5% | $2,689-27.0% | $2,270-13.5% |
| Participant deferral / active EE | $5,897 | $3,500+68.5% | $4,244+38.9% | $3,740+57.7% |
| Admin fee / account holder | $46 | $535-91.4% | $6,642-99.3% | $513-91.1% |