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 LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $15,583 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,212 | $56,897-71.5% | $84,750-80.9% | $62,891-74.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.64% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,877 | $2,400-21.8% | $3,574-47.5% | $2,281-17.7% |
| Participant deferral / active EE | $1,308 | $2,709-51.7% | $3,712-64.8% | $3,203-59.2% |
| Admin fee / account holder | $92 | $3,581-97.4% | $5,332-98.3% | $4,296-97.8% |