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 | $5,478 |
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 | $33,021 | $65,376-49.5% | $87,100-62.1% | $65,185-49.3% |
| Participation rate | 93.1% | 75.3%+17.7pp | 76.9%+16.2pp | 70.2%+22.9pp |
| Annual return | 23.13% | 31.27%-8.1pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,706 | $3,388+9.4% | $4,049-8.5% | $3,514+5.5% |
| Admin fee / account holder | $15 | $520-97.2% | $7,497-99.8% | $847-98.3% |