See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE CO. Service code 15 · EIN 39-0989781 | Recordkeeping | $17,954 |
NEXUS ADMINISTRATORS, INC.3 years Service code 15 · EIN 77-0586222 | Recordkeeping | $2,642 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,368 | $65,557-32.3% | $64,056-30.7% | $71,457-37.9% |
| Participation rate | 69.4% | 73.2%-3.8pp | 72.3%-2.9pp | 67.9%+1.4pp |
| Annual return | 26.86% | 18.94%+7.9pp | 33.69%-6.8pp | 28.85%-2.0pp |
| Employer contribution / active EE | $2,750 | $2,669+3.0% | $2,747+0.1% | $2,588+6.3% |
| Participant deferral / active EE | $6,561 | $3,626+81.0% | $3,880+69.1% | $4,289+53.0% |
| Admin fee / account holder | $150 | $616-75.6% | $3,068-95.1% | $1,587-90.5% |