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 | $10,044 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $4,496 |
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 | $63,860 | $44,873+42.3% | $79,464-19.6% | $56,287+13.5% |
| Participation rate | 82.5% | 68.7%+13.8pp | 73.3%+9.2pp | 69.9%+12.7pp |
| Annual return | -2.25% | 0.81%-3.1pp | 718.14%-720.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $1,246 | $2,140-41.8% | $2,800-55.5% | $2,111-41.0% |
| Participant deferral / active EE | $1,966 | $2,746-28.4% | $3,704-46.9% | $3,350-41.3% |
| Admin fee / account holder | $77 | $418-81.5% | $5,113-98.5% | $521-85.2% |