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 INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $370 |
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 | $98,834 | $58,726+68.3% | $92,233+7.2% | $62,292+58.7% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.5%+12.9pp | 69.5%+19.8pp |
| Annual return | 16.41% | 43.62%-27.2pp | 176.28%-159.9pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,039 | $2,392-14.8% | $3,679-44.6% | $2,042-0.2% |
| Participant deferral / active EE | $7,876 | $2,766+184.8% | $3,897+102.1% | $3,169+148.5% |
| Admin fee / account holder | $2 | $556-99.7% | $5,194-100.0% | $479-99.7% |