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 | $10,650 |
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 | $42,806 | $80,753-47.0% | $136,294-68.6% | $62,292-31.3% |
| Participation rate | 85.3% | 73.5%+11.8pp | 81.9%+3.4pp | 69.5%+15.8pp |
| Annual return | 24.94% | 35.83%-10.9pp | 5155.94%-5131.0pp | 28.90%-4.0pp |
| Employer contribution / active EE | $797 | $2,884-72.4% | $4,695-83.0% | $2,042-61.0% |
| Participant deferral / active EE | $6,186 | $5,164+19.8% | $6,247-1.0% | $3,169+95.2% |
| Admin fee / account holder | $113 | $525-78.5% | $9,243-98.8% | $479-76.4% |