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 | $49,671 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,038 | $99,957-52.9% | $149,696-68.6% | $73,488-36.0% |
| Participation rate | 72.5% | 75.7%-3.2pp | 82.5%-10.0pp | 70.7%+1.8pp |
| Annual return | 13.60% | 53.87%-40.3pp | 276.60%-263.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $1,575 | $3,191-50.6% | $4,644-66.1% | $2,270-30.6% |
| Participant deferral / active EE | $5,023 | $6,073-17.3% | $6,842-26.6% | $3,740+34.3% |
| Admin fee / account holder | $179 | $551-67.4% | $9,309-98.1% | $513-65.0% |