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 4-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 Service code 15 · EIN 36-6071399 | Recordkeeping | $28,363 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $15,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,275 | $45,602-22.6% | $117,472-70.0% | $66,914-47.3% |
| Participation rate | 75.7% | 57.6%+18.1pp | 70.6%+5.2pp | 69.8%+5.9pp |
| Annual return | 10.55% | -16.74%+27.3pp | 29.74%-19.2pp | 1.58%+9.0pp |
| Employer contribution / active EE | $4,420 | $1,579+179.9% | $4,176+5.8% | $2,544+73.7% |
| Participant deferral / active EE | $9,613 | $2,845+237.9% | $4,070+136.2% | $4,237+126.9% |
| Admin fee / account holder | $274 | $661-58.5% | $5,645-95.1% | $593-53.8% |