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 FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $9,599 |
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 | $38,451 | $80,753-52.4% | $136,294-71.8% | $62,292-38.3% |
| Participation rate | 94.7% | 73.5%+21.2pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 18.03% | 35.83%-17.8pp | 5155.94%-5137.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,549 | $2,884-46.3% | $4,695-67.0% | $2,042-24.2% |
| Participant deferral / active EE | $4,164 | $5,164-19.4% | $6,247-33.3% | $3,169+31.4% |
| Admin fee / account holder | $40 | $525-92.4% | $9,243-99.6% | $479-91.6% |