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 | $55,415-26.0% | $155,509-73.6% | $74,495-44.9% |
| Participation rate | 95.6% | 61.9%+33.7pp | 78.2%+17.4pp | 67.2%+28.4pp |
| Annual return | 12.36% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $7,966 | $2,267+251.4% | $4,672+70.5% | $2,623+203.7% |
| Participant deferral / active EE | $418 | $2,836-85.3% | $5,626-92.6% | $4,346-90.4% |
| Admin fee / account holder | $278 | $1,738-84.0% | $15,912-98.2% | $1,942-85.7% |