See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 42-1484983 | Recordkeeping | $25,013 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS Service code 15 · EIN 36-6071399 | Recordkeeping | $23,539 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,994 | $96,018-90.6% | $65,493-86.3% | $85,563-89.5% |
| Participation rate | 95.1% | 74.8%+20.3pp | 73.1%+22.1pp | 66.0%+29.2pp |
| Annual return | 29.42% | 14.51%+14.9pp | 982.45%-953.0pp | 31.51%-2.1pp |
| Employer contribution / active EE | $1,236 | $3,235-61.8% | $2,574-52.0% | $2,654-53.4% |
| Participant deferral / active EE | $1,656 | $4,055-59.2% | $3,961-58.2% | $4,375-62.1% |
| Admin fee / account holder | $110 | $271-59.3% | $5,028-97.8% | $834-86.8% |