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 | $3,220 |
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 | $66,861 | $33,745+98.1% | $64,105+4.3% | $55,191+21.1% |
| Participation rate | 73.0% | 59.4%+13.7pp | 68.2%+4.9pp | 69.2%+3.9pp |
| Annual return | 1.65% | 4.95%-3.3pp | 791.24%-789.6pp | 10.78%-9.1pp |
| Employer contribution / active EE | $3,040 | $641+374.4% | $1,820+67.1% | $1,899+60.1% |
| Participant deferral / active EE | $6,006 | $1,929+211.3% | $2,822+112.9% | $3,046+97.2% |
| Admin fee / account holder | $6 | $94-93.5% | $4,499-99.9% | $91-93.2% |