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 | $22,507 |
NEXUS ADMINISTRATORS, INC.4 years Service code 15 · EIN 77-0586222 | Recordkeeping | $1,925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,237 | $69,763-28.0% | $67,502-25.6% | $74,495-32.6% |
| Participation rate | 81.2% | 71.4%+9.8pp | 72.9%+8.3pp | 67.2%+14.0pp |
| Annual return | 17.15% | -40.34%+57.5pp | 3512.12%-3495.0pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $3,093 | $2,704+14.4% | $2,731+13.2% | $2,623+17.9% |
| Participant deferral / active EE | $7,094 | $3,636+95.1% | $4,000+77.4% | $4,346+63.2% |
| Admin fee / account holder | $163 | $896-81.8% | $3,998-95.9% | $1,942-91.6% |