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 | $45,832 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $10,500 |
Service code 10 · EIN 95-4659692 | Accounting | $1,000 |
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 | $29,244 | $54,237-46.1% | $90,281-67.6% | $67,579-56.7% |
| Participation rate | 73.5% | 68.6%+4.9pp | 73.3%+0.2pp | 71.3%+2.2pp |
| Annual return | 4.39% | 37.27%-32.9pp | 78.10%-73.7pp | 378.56%-374.2pp |
| Employer contribution / active EE | $1,444 | $1,846-21.8% | $2,854-49.4% | $2,148-32.8% |
| Participant deferral / active EE | $893 | $2,625-66.0% | $3,885-77.0% | $3,539-74.8% |
| Admin fee / account holder | $105 | $123-15.2% | $5,351-98.0% | $142-26.5% |