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: ADMINISTRATOR PLANNING SERVICES, IN Service code 15 · EIN 52-1353934 | Recordkeeping | $26,926 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,542 |
Employer contribution per participant 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 | $13,044 | $40,522-67.8% | $84,611-84.6% | $67,579-80.7% |
| Participation rate | 79.8% | 51.1%+28.7pp | 68.2%+11.5pp | 71.3%+8.5pp |
| Annual return | 19.97% | 32.72%-12.8pp | 258.74%-238.8pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,327 | $2,132-37.8% | $3,899-66.0% | $3,539-62.5% |
| Admin fee / account holder | $47 | $145-67.6% | $4,912-99.0% | $142-67.0% |