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 |
|---|---|---|
BENEFITS ADMINISTRATORS, LLC3+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $6,990 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $80 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,882 | $71,192-56.6% | $117,854-73.8% | $62,292-50.4% |
| Participation rate | 92.2% | 74.2%+18.0pp | 79.7%+12.6pp | 69.5%+22.7pp |
| Annual return | 15.18% | 18.66%-3.5pp | 335.08%-319.9pp | 28.90%-13.7pp |
| Employer contribution / active EE | $1,917 | $1,934-0.9% | $3,786-49.4% | $2,042-6.1% |
| Participant deferral / active EE | $2,618 | $3,189-17.9% | $4,482-41.6% | $3,169-17.4% |
| Admin fee / account holder | $32 | $587-94.6% | $8,020-99.6% | $479-93.4% |