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 | $43,373 |
Service code 10 · EIN 95-4659692 | Accounting | $14,700 |
DANNY B REYES3+ years Service code 10 · EIN 95-4367570 | Accounting | $5,500 |
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 | $29,643 | $43,999-32.6% | $79,464-62.7% | $55,725-46.8% |
| Participation rate | 76.9% | 66.9%+10.0pp | 73.3%+3.6pp | 70.9%+6.0pp |
| Annual return | 6.02% | 1.81%+4.2pp | 718.14%-712.1pp | 244.93%-238.9pp |
| Employer contribution / active EE | $1,674 | $1,830-8.5% | $2,800-40.2% | $2,078-19.4% |
| Participant deferral / active EE | $958 | $2,538-62.2% | $3,704-74.1% | $3,356-71.4% |
| Admin fee / account holder | $117 | $118-0.5% | $5,113-97.7% | $115+1.5% |