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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $3,393 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $679 |
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 | $40,136 | $80,753-50.3% | $136,294-70.6% | $62,292-35.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.09% | 35.83%-14.7pp | 5155.94%-5134.8pp | 28.90%-7.8pp |
| Employer contribution / active EE | $1,950 | $2,884-32.4% | $4,695-58.5% | $2,042-4.5% |
| Participant deferral / active EE | $5,671 | $5,164+9.8% | $6,247-9.2% | $3,169+79.0% |
| Admin fee / account holder | $18 | $525-96.5% | $9,243-99.8% | $479-96.2% |