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 | $5,944 |
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 | $49,045 | $73,638-33.4% | $95,952-48.9% | $73,488-33.3% |
| Participation rate | 89.4% | 76.2%+13.2pp | 77.1%+12.3pp | 70.7%+18.7pp |
| Annual return | 21.53% | 16.78%+4.8pp | 91.61%-70.1pp | 28.51%-7.0pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,754 | $3,617+3.8% | $4,167-9.9% | $3,740+0.4% |
| Admin fee / account holder | $19 | $482-96.1% | $6,795-99.7% | $513-96.3% |