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 | $11,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,294 | $54,573+6.8% | $90,951-35.9% | $73,488-20.7% |
| Participation rate | 81.4% | 61.2%+20.2pp | 69.0%+12.4pp | 70.7%+10.7pp |
| Annual return | 13.19% | 16.69%-3.5pp | 134.60%-121.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $1,049 | $991+5.8% | $2,122-50.6% | $2,270-53.8% |
| Participant deferral / active EE | $4,719 | $2,517+87.5% | $3,373+39.9% | $3,740+26.2% |
| Admin fee / account holder | $50 | $521-90.5% | $5,959-99.2% | $513-90.3% |