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 39-0989781 | Recordkeeping | $7,403 |
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 | $23,261 | $78,826-70.5% | $91,001-74.4% | - |
| Participation rate | 92.0% | 75.7%+16.2pp | 75.6%+16.4pp | - |
| Annual return | 14.62% | 13.42%+1.2pp | 4.60%+10.0pp | - |
| Employer contribution / active EE | $854 | $2,032-58.0% | $2,456-65.2% | - |
| Participant deferral / active EE | $2,262 | $3,427-34.0% | $3,547-36.2% | - |
| Admin fee / account holder | $17 | $1,277-98.6% | $5,417-99.7% | - |