See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $4,265 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,400 | $79,171-35.1% | $102,423-49.8% | $74,495-31.0% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 10.05% | 54.93%-44.9pp | 29.32%-19.3pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,690 | $2,362-28.5% | $3,023-44.1% | $2,623-35.6% |
| Participant deferral / active EE | $5,691 | $4,415+28.9% | $5,053+12.6% | $4,346+31.0% |
| Admin fee / account holder | $26 | $2,001-98.7% | $9,451-99.7% | $1,942-98.7% |