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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.
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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 Service code 15 · EIN 36-6071399 | Recordkeeping | $13,008 |
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 | $38,757 | $63,745-39.2% | $98,442-60.6% | $79,386-51.2% |
| Participation rate | 85.1% | 69.9%+15.2pp | 73.3%+11.7pp | 70.7%+14.4pp |
| Annual return | 10.06% | 625.80%-615.7pp | 1492.73%-1482.7pp | 116.85%-106.8pp |
| Employer contribution / active EE | $2,542 | $2,557-0.6% | $2,960-14.1% | $2,427+4.7% |
| Participant deferral / active EE | $1,228 | $3,303-62.8% | $4,276-71.3% | $4,046-69.6% |
| Admin fee / account holder | $62 | $516-87.9% | $5,949-99.0% | $626-90.1% |