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 5-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 | $32,154 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,312 | $69,477-34.8% | $94,646-52.1% | $71,457-36.6% |
| Participation rate | 76.0% | 78.4%-2.5pp | 80.8%-4.9pp | 67.9%+8.1pp |
| Annual return | 19.12% | 29.66%-10.5pp | 156.71%-137.6pp | 28.85%-9.7pp |
| Employer contribution / active EE | $2,913 | $2,853+2.1% | $3,672-20.7% | $2,588+12.6% |
| Participant deferral / active EE | $6,833 | $7,345-7.0% | $7,418-7.9% | $4,289+59.3% |
| Admin fee / account holder | $209 | $1,210-82.7% | $7,231-97.1% | $1,587-86.8% |