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 COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $810 |
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 | $116,974 | $89,355+30.9% | $141,162-17.1% | $72,985+60.3% |
| Participation rate | 91.0% | 75.1%+15.9pp | 82.5%+8.6pp | 69.5%+21.5pp |
| Annual return | 21.82% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,001 | $3,114-35.8% | $4,735-57.7% | $2,440-18.0% |
| Participant deferral / active EE | $6,819 | $5,418+25.9% | $6,709+1.6% | $3,607+89.0% |
| Admin fee / account holder | $8 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |