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 | $4,189 |
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 | $23,346 | $56,485-58.7% | $185,823-87.4% | $86,799-73.1% |
| Participation rate | 87.1% | 65.5%+21.6pp | 81.7%+5.4pp | 72.3%+14.8pp |
| Annual return | 31.42% | 118.04%-86.6pp | 122.05%-90.6pp | 97.91%-66.5pp |
| Employer contribution / active EE | $537 | $1,843-70.9% | $5,167-89.6% | $2,405-77.7% |
| Participant deferral / active EE | $1,870 | $2,553-26.7% | $5,568-66.4% | $4,131-54.7% |
| Admin fee / account holder | $11 | $150-92.9% | $16,237-99.9% | $170-93.7% |