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 | $40,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,618 | $79,013-29.6% | $100,391-44.6% | $74,495-25.3% |
| Participation rate | 78.6% | 79.5%-0.9pp | 81.5%-2.9pp | 67.2%+11.4pp |
| Annual return | 17.38% | 20.41%-3.0pp | 49.20%-31.8pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $3,016 | $3,021-0.2% | $3,942-23.5% | $2,623+15.0% |
| Participant deferral / active EE | $7,981 | $7,760+2.8% | $8,082-1.2% | $4,346+83.7% |
| Admin fee / account holder | $252 | $1,320-80.9% | $7,899-96.8% | $1,942-87.0% |