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 | $54,311 |
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 | $65,476 | $73,638-11.1% | $95,952-31.8% | $73,488-10.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 19.63% | 16.78%+2.9pp | 91.61%-72.0pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,203 | $1,863+18.3% | $2,541-13.3% | $2,270-2.9% |
| Participant deferral / active EE | $4,008 | $3,617+10.8% | $4,167-3.8% | $3,740+7.2% |
| Admin fee / account holder | $172 | $482-64.4% | $6,795-97.5% | $513-66.5% |