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 | $12,343 |
Employer contribution per participant 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 | $28,491 | $59,186-51.9% | $76,768-62.9% | $56,287-49.4% |
| Participation rate | 84.8% | 75.2%+9.6pp | 77.0%+7.9pp | 69.9%+15.0pp |
| Annual return | -3.96% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2 | $1,759-99.9% | $2,485-99.9% | $2,111-99.9% |
| Participant deferral / active EE | $3,351 | $3,255+3.0% | $3,852-13.0% | $3,3500% |
| Admin fee / account holder | $36 | $489-92.7% | $6,675-99.5% | $521-93.2% |