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 |
|---|---|---|
INCERA & ASSOCIATES3+ years Service code 15 · EIN 59-1655471 | Recordkeeping | $800 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $40 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $57,854 | $58,726-1.5% | $92,233-37.3% | $62,292-7.1% |
| Participation rate | 78.0% | 68.3%+9.6pp | 76.5%+1.5pp | 69.5%+8.4pp |
| Annual return | 13.51% | 43.62%-30.1pp | 176.28%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,051 | $2,392-56.1% | $3,679-71.4% | $2,042-48.5% |
| Participant deferral / active EE | $2,011 | $2,766-27.3% | $3,897-48.4% | $3,169-36.5% |
| Admin fee / account holder | $8 | $556-98.5% | $5,194-99.8% | $479-98.3% |