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 | $9,300 |
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 | $39,157 | $50,898-23.1% | $171,082-77.1% | $55,167-29.0% |
| Participation rate | 95.8% | 63.3%+32.5pp | 76.7%+19.1pp | 69.0%+26.8pp |
| Annual return | 8.19% | 15.34%-7.2pp | 32.56%-24.4pp | 169.23%-161.0pp |
| Employer contribution / active EE | $2,174 | $1,433+51.7% | $4,002-45.7% | $1,963+10.8% |
| Participant deferral / active EE | $6,028 | $2,994+101.3% | $4,797+25.7% | $3,054+97.4% |
| Admin fee / account holder | $38 | $500-92.4% | $8,520-99.6% | $504-92.5% |