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 CO Service code 15 · EIN 39-0988791 | Recordkeeping | $34,998 |
Service code 15 · EIN 87-1296893 | Recordkeeping | $925 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,033 | $55,472-26.0% | $155,567-73.6% | $74,546-45.0% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 12.36% | 268.72%-256.4pp | 64.74%-52.4pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $7,966 | $2,269+251.1% | $4,674+70.4% | $2,624+203.5% |
| Participant deferral / active EE | $418 | $2,838-85.3% | $5,628-92.6% | $4,347-90.4% |
| Admin fee / account holder | $278 | $1,743-84.0% | $15,916-98.3% | $1,944-85.7% |