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 | $9,066 |
Annual investment return 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 | $13,119 | $46,423-71.7% | $75,886-82.7% | $67,579-80.6% |
| Participation rate | 72.8% | 63.1%+9.8pp | 69.3%+3.5pp | 71.3%+1.5pp |
| Annual return | 14.96% | 32.29%-17.3pp | 30.76%-15.8pp | 378.56%-363.6pp |
| Employer contribution / active EE | $364 | $1,406-74.1% | $2,500-85.5% | $2,148-83.1% |
| Participant deferral / active EE | $1,083 | $2,564-57.8% | $3,603-69.9% | $3,539-69.4% |
| Admin fee / account holder | $19 | $132-85.6% | $5,418-99.6% | $142-86.7% |