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 | $12,734 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,408 |
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 | $58,420 | $48,313+20.9% | $73,307-20.3% | $52,331+11.6% |
| Participation rate | 80.0% | 68.6%+11.4pp | 74.9%+5.1pp | 68.1%+11.9pp |
| Annual return | 6.22% | 3.85%+2.4pp | 5.67%+0.5pp | 4.54%+1.7pp |
| Employer contribution / active EE | $580 | $1,661-65.1% | $3,237-82.1% | $1,882-69.2% |
| Participant deferral / active EE | $4,805 | $4,189+14.7% | $4,991-3.7% | $3,022+59.0% |
| Admin fee / account holder | $152 | $404-62.4% | $5,637-97.3% | $592-74.3% |