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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $10,988 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,725 | $47,977-88.1% | $154,107-96.3% | $56,287-89.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -3.37% | 3.54%-6.9pp | 735.12%-738.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $54 | $2,169-97.5% | $5,298-99.0% | $2,111-97.4% |
| Participant deferral / active EE | $929 | $2,392-61.1% | $5,081-81.7% | $3,350-72.3% |
| Admin fee / account holder | $43 | $438-90.1% | $13,411-99.7% | $521-91.7% |