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 | $2,680 |
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 | $34,555 | $64,909-46.8% | $82,313-58.0% | $62,292-44.5% |
| Participation rate | 85.3% | 74.9%+10.5pp | 76.9%+8.5pp | 69.5%+15.8pp |
| Annual return | 11.99% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $841 | $1,676-49.8% | $2,428-65.4% | $2,042-58.8% |
| Participant deferral / active EE | $3,724 | $3,103+20.0% | $3,706+0.5% | $3,169+17.5% |
| Admin fee / account holder | $15 | $440-96.6% | $5,608-99.7% | $479-96.8% |