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 | $14,672 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $42,628 | $65,376-34.8% | $87,100-51.1% | $65,185-34.6% |
| Participation rate | 72.4% | 75.3%-2.9pp | 76.9%-4.4pp | 70.2%+2.2pp |
| Annual return | 22.02% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $471 | $1,822-74.2% | $2,521-81.3% | $2,177-78.4% |
| Participant deferral / active EE | $1,864 | $3,388-45.0% | $4,049-54.0% | $3,514-47.0% |
| Admin fee / account holder | $80 | $520-84.6% | $7,497-98.9% | $847-90.5% |