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 | $18,042 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $150 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,322 | $54,573-4.1% | $90,951-42.5% | $73,488-28.8% |
| Participation rate | 89.6% | 61.2%+28.4pp | 69.0%+20.5pp | 70.7%+18.9pp |
| Annual return | 11.35% | 16.69%-5.3pp | 134.60%-123.2pp | 28.51%-17.2pp |
| Employer contribution / active EE | $432 | $991-56.4% | $2,122-79.6% | $2,270-81.0% |
| Participant deferral / active EE | $2,848 | $2,517+13.2% | $3,373-15.6% | $3,740-23.8% |
| Admin fee / account holder | $90 | $521-82.7% | $5,959-98.5% | $513-82.4% |