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 | $12,543 |
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 | $20,219 | $50,898-60.3% | $171,082-88.2% | $55,167-63.3% |
| Participation rate | 87.9% | 63.3%+24.6pp | 76.7%+11.2pp | 69.0%+18.9pp |
| Annual return | 7.04% | 15.34%-8.3pp | 32.56%-25.5pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,007 | $1,433-29.7% | $4,002-74.8% | $1,963-48.7% |
| Participant deferral / active EE | $2,015 | $2,994-32.7% | $4,797-58.0% | $3,054-34.0% |
| Admin fee / account holder | $81 | $500-83.7% | $8,520-99.0% | $504-83.8% |