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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $48,115 |
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 | $52,270 | $59,186-11.7% | $76,768-31.9% | $56,287-7.1% |
| Participation rate | 99.4% | 75.2%+24.2pp | 77.0%+22.5pp | 69.9%+29.6pp |
| Annual return | -5.13% | 6.62%-11.7pp | 2.43%-7.6pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,267 | $1,759+28.9% | $2,485-8.8% | $2,111+7.4% |
| Participant deferral / active EE | $4,300 | $3,255+32.1% | $3,852+11.6% | $3,350+28.4% |
| Admin fee / account holder | $182 | $489-62.9% | $6,675-97.3% | $521-65.1% |