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 | $21,637 |
Employer contribution per participant 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 | $58,706 | $71,192-17.5% | $117,854-50.2% | $62,292-5.8% |
| Participation rate | 79.5% | 74.2%+5.3pp | 79.7%-0.1pp | 69.5%+10.0pp |
| Annual return | 17.65% | 18.66%-1.0pp | 335.08%-317.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $434 | $1,934-77.6% | $3,786-88.5% | $2,042-78.8% |
| Participant deferral / active EE | $3,532 | $3,189+10.8% | $4,482-21.2% | $3,169+11.4% |
| Admin fee / account holder | $136 | $587-76.8% | $8,020-98.3% | $479-71.6% |