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 | $15,196 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,231 | $49,693-71.4% | $70,515-79.8% | $74,419-80.9% |
| Participation rate | 78.5% | 64.7%+13.8pp | 68.3%+10.1pp | 70.7%+7.7pp |
| Annual return | 13.26% | 21.22%-8.0pp | 32.77%-19.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $411 | $1,773-76.8% | $2,973-86.2% | $2,637-84.4% |
| Participant deferral / active EE | $2,146 | $3,376-36.4% | $4,567-53.0% | $4,528-52.6% |
| Admin fee / account holder | $35 | $316-89.0% | $6,412-99.5% | $348-90.0% |