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 ADVISORS,INC Service code 28 · EIN 59-2476008 | Investment Management | $54,093 |
Participant contribution per participant 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 | $21,900 | $36,916-40.7% | $156,549-86.0% | $57,658-62.0% |
| Participation rate | 96.4% | 63.4%+32.9pp | 84.0%+12.3pp | 70.2%+26.1pp |
| Annual return | 7.03% | 12.38%-5.4pp | 32.23%-25.2pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,967 | $1,571+25.2% | $5,501-64.2% | $1,974-0.3% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $139 | $82+68.9% | $13,027-98.9% | $95+47.4% |