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 1150 S OLIVE ST · LOS ANGELES, CA 90015 | Recordkeeping | $26,661 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $873 |
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 | $31,171 | $66,310-53.0% | $93,606-66.7% | $65,185-52.2% |
| Participation rate | 99.0% | 74.0%+25.0pp | 75.8%+23.2pp | 70.2%+28.8pp |
| Annual return | -13.62% | 42.58%-56.2pp | 32.76%-46.4pp | 29.38%-43.0pp |
| Employer contribution / active EE | $10,801 | $2,012+436.8% | $2,718+297.4% | $2,177+396.2% |
| Participant deferral / active EE | $0 | $3,342-100.0% | $4,069-100.0% | $3,514-100.0% |
| Admin fee / account holder | $127 | $6,897-98.2% | $7,888-98.4% | $847-85.0% |