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 | $10,476 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 · EIN 41-0973005 | Insurance Broker | $1,205 |
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 | $64,303 | $63,745+0.9% | $98,442-34.7% | $79,386-19.0% |
| Participation rate | 83.3% | 69.9%+13.5pp | 73.3%+10.0pp | 70.7%+12.6pp |
| Annual return | 10.19% | 625.80%-615.6pp | 1492.73%-1482.5pp | 116.85%-106.7pp |
| Employer contribution / active EE | $1,446 | $2,557-43.4% | $2,960-51.1% | $2,427-40.4% |
| Participant deferral / active EE | $2,241 | $3,303-32.2% | $4,276-47.6% | $4,046-44.6% |
| Admin fee / account holder | $78 | $516-84.9% | $5,949-98.7% | $626-87.6% |