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 | $16,422 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNERS NORTHWEST Service code 15 · EIN 93-1160402 1600 VALLEY RIVER DR., SUITE 340 · EUGENE, OR 97401 | Recordkeeping | $50 |
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 | $29,823 | $52,681-43.4% | $75,781-60.6% | $59,632-50.0% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.8%+2.0pp | 68.7%+9.1pp |
| Annual return | 0.73% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $4,168 | $2,193+90.0% | $3,323+25.4% | $2,203+89.2% |
| Participant deferral / active EE | $1,533 | $2,591-40.8% | $3,651-58.0% | $3,192-52.0% |
| Admin fee / account holder | $149 | $3,610-95.9% | $5,299-97.2% | $4,297-96.5% |