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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $12,769 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,685 | $51,197-42.0% | $82,719-64.1% | $66,914-55.6% |
| Participation rate | 90.8% | 67.8%+22.9pp | 72.6%+18.2pp | 69.8%+21.0pp |
| Annual return | -14.87% | -9.64%-5.2pp | 701.18%-716.0pp | 1.58%-16.4pp |
| Employer contribution / active EE | $567 | $2,611-78.3% | $3,009-81.1% | $2,544-77.7% |
| Participant deferral / active EE | $1,303 | $3,458-62.3% | $4,395-70.3% | $4,237-69.2% |
| Admin fee / account holder | $58 | $416-86.0% | $5,329-98.9% | $593-90.2% |