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 | $43,320 |
DANNY B REYES2+ years Service code 10 · EIN 95-4367570 | Accounting | $5,500 |
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 | $27,813 | $46,100-39.7% | $86,590-67.9% | $69,631-60.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 8.96% | 21.02%-12.1pp | 964.84%-955.9pp | 27571.02%-27562.1pp |
| Employer contribution / active EE | $2,240 | $1,850+21.1% | $2,839-21.1% | $2,032+10.2% |
| Participant deferral / active EE | $1,337 | $2,432-45.0% | $3,609-62.9% | $3,224-58.5% |
| Admin fee / account holder | $97 | $94+3.7% | $4,906-98.0% | $110-11.9% |