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 | $2,633 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,474 | $84,936-41.8% | $111,297-55.5% | $79,386-37.7% |
| Participation rate | 86.5% | 75.9%+10.7pp | 77.3%+9.2pp | 70.7%+15.8pp |
| Annual return | 12.84% | 17.45%-4.6pp | 54.65%-41.8pp | 116.85%-104.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,930 | $3,888+1.1% | $4,487-12.4% | $4,046-2.9% |
| Admin fee / account holder | $8 | $537-98.6% | $7,964-99.9% | $626-98.8% |