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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 | $18,403 |
PRIME BENEFITS, INC.5 years Service code 15 · EIN 52-2204662 | Recordkeeping | $17,093 |
WCS2 years Service code 10 · EIN 81-4643077 | Accounting | $5,000 |
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 | $15,781 | $45,031-65.0% | $84,966-81.4% | $77,643-79.7% |
| Participation rate | 90.2% | 48.7%+41.5pp | 67.5%+22.7pp | 70.6%+19.6pp |
| Annual return | 9.41% | 79.22%-69.8pp | 66.38%-57.0pp | 31.24%-21.8pp |
| Employer contribution / active EE | $290 | $1,609-82.0% | $2,727-89.4% | $2,726-89.4% |
| Participant deferral / active EE | $1,731 | $2,807-38.3% | $4,519-61.7% | $4,647-62.8% |
| Admin fee / account holder | $0 | $912-100.0% | $6,149-100.0% | $430-100.0% |