See peer percentile detail with Solo.
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.
See the 5-year trajectory with Solo.
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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $37,680 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $34,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,531 | $88,890-36.4% | $102,423-44.8% | $77,643-27.2% |
| Participation rate | 77.1% | 80.9%-3.9pp | 76.5%+0.6pp | 70.6%+6.5pp |
| Annual return | 17.29% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $2,467 | $2,698-8.6% | $3,023-18.4% | $2,726-9.5% |
| Participant deferral / active EE | $9,914 | $5,145+92.7% | $5,053+96.2% | $4,647+113.3% |
| Admin fee / account holder | $285 | $235+21.1% | $9,451-97.0% | $430-33.8% |