See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 95-2820500 2790 SKYPARK DRIVE, STE 306 · TORRANCE, CA 90505 | Accounting | $35,350 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $15,366 |
Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,747 | $62,624+1.8% | $177,989-64.2% | $77,643-17.9% |
| Participation rate | 76.4% | 66.8%+9.5pp | 77.1%-0.7pp | 70.6%+5.8pp |
| Annual return | 24.42% | 16.16%+8.3pp | 294.48%-270.1pp | 31.24%-6.8pp |
| Employer contribution / active EE | $1,640 | $1,909-14.1% | $3,949-58.5% | $2,726-39.8% |
| Participant deferral / active EE | $3,332 | $4,219-21.0% | $6,276-46.9% | $4,647-28.3% |
| Admin fee / account holder | $123 | $386-68.2% | $10,363-98.8% | $430-71.5% |