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 | $12,618 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $2,967 |
ERISA SERVICES, INC.2+ years Service code 15 · EIN 62-1200951 | Recordkeeping | $1,971 |
Annual investment return 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 | $42,366 | $60,349-29.8% | $74,183-42.9% | $62,891-32.6% |
| Participation rate | 99.0% | 72.7%+26.2pp | 76.6%+22.4pp | 69.3%+29.7pp |
| Annual return | 1.67% | 21.37%-19.7pp | 17.74%-16.1pp | 20.14%-18.5pp |
| Employer contribution / active EE | $2,875 | $1,680+71.1% | $2,370+21.3% | $2,281+26.0% |
| Participant deferral / active EE | $2,517 | $2,856-11.9% | $3,550-29.1% | $3,203-21.4% |
| Admin fee / account holder | $117 | $4,261-97.3% | $5,586-97.9% | $4,296-97.3% |