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 9-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 | $7,771 |
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 | $7,990 | $47,977-83.3% | $154,107-94.8% | $56,287-85.8% |
| Participation rate | 83.3% | 66.2%+17.2pp | 83.0%+0.3pp | 69.9%+13.5pp |
| Annual return | 9.56% | 3.54%+6.0pp | 735.12%-725.6pp | -9.96%+19.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $954 | $2,392-60.1% | $5,081-81.2% | $3,350-71.5% |
| Admin fee / account holder | $66 | $438-85.0% | $13,411-99.5% | $521-87.4% |