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 | $15,375 |
PRICE FRONK AND CO LLP1+ years Filed as: PRICE FRONK AND CO. Service code 10 · EIN 93-0620214 | Accounting | $7,725 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,349 | $58,828+17.9% | $77,999-11.1% | $62,891+10.3% |
| Participation rate | 87.5% | 71.1%+16.4pp | 75.5%+12.0pp | 69.3%+18.2pp |
| Annual return | 4.02% | 17.16%-13.1pp | 425.96%-421.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,557 | $1,672-6.9% | $2,470-37.0% | $2,281-31.8% |
| Participant deferral / active EE | $3,409 | $2,686+26.9% | $3,497-2.5% | $3,203+6.4% |
| Admin fee / account holder | $231 | $4,393-94.7% | $5,480-95.8% | $4,296-94.6% |