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 INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $8,493 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,090 | $44,425-75.0% | $67,834-83.7% | $55,167-79.9% |
| Participation rate | 93.5% | 59.7%+33.8pp | 68.8%+24.7pp | 69.0%+24.5pp |
| Annual return | 5.63% | 17.80%-12.2pp | 138.47%-132.8pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,055 | $1,351-21.9% | $2,403-56.1% | $1,963-46.2% |
| Participant deferral / active EE | $33 | $2,166-98.5% | $3,160-99.0% | $3,054-98.9% |
| Admin fee / account holder | $54 | $530-89.9% | $4,622-98.8% | $504-89.4% |