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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $31,960 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $17,850 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $10,620 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,655 | $50,956-2.6% | $96,562-48.6% | $86,799-42.8% |
| Participation rate | 93.4% | 65.2%+28.2pp | 69.8%+23.6pp | 72.3%+21.1pp |
| Annual return | 12.89% | 21.27%-8.4pp | 37.78%-24.9pp | 97.91%-85.0pp |
| Employer contribution / active EE | $300 | $1,111-73.0% | $2,356-87.3% | $2,405-87.5% |
| Participant deferral / active EE | $5,355 | $2,954+81.3% | $3,849+39.1% | $4,131+29.6% |
| Admin fee / account holder | $152 | $166-8.3% | $6,181-97.5% | $170-10.2% |