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 | $10,529 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,816 | $75,183-48.4% | $123,892-68.7% | $55,167-29.6% |
| Participation rate | 71.0% | 72.8%-1.8pp | 81.4%-10.4pp | 69.0%+2.0pp |
| Annual return | 9.26% | 19.01%-9.7pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $665 | $2,823-76.4% | $4,617-85.6% | $1,963-66.1% |
| Participant deferral / active EE | $4,799 | $5,084-5.6% | $5,984-19.8% | $3,054+57.1% |
| Admin fee / account holder | $88 | $663-86.8% | $8,357-99.0% | $504-82.6% |