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 | $11,900 |
Annual investment return 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 | $7,447 | $58,879-87.4% | $178,490-95.8% | $73,488-89.9% |
| Participation rate | 77.8% | 66.2%+11.6pp | 81.9%-4.1pp | 70.7%+7.2pp |
| Annual return | 5.59% | 24.86%-19.3pp | 151.07%-145.5pp | 28.51%-22.9pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,045 | $2,567-59.3% | $5,202-79.9% | $3,740-72.1% |
| Admin fee / account holder | $47 | $400-88.3% | $13,984-99.7% | $513-90.9% |