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 | $17,640 |
PENSION PLAN SPECIALISTS, PC3+ years Service code 15 · EIN 91-1889112 | Recordkeeping | $9,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,536 | $54,390-56.7% | $117,039-79.9% | $69,631-66.2% |
| Participation rate | 53.4% | 58.5%-5.2pp | 77.2%-23.8pp | 70.7%-17.3pp |
| Annual return | 15.76% | 18.33%-2.6pp | 18.95%-3.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $910 | $1,357-32.9% | $3,785-76.0% | $2,032-55.2% |
| Participant deferral / active EE | $1,417 | $2,076-31.7% | $3,929-63.9% | $3,224-56.0% |
| Admin fee / account holder | $42 | $98-57.4% | $5,974-99.3% | $110-62.3% |