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 CO Service code 15 · EIN 39-0989781 | Recordkeeping | $118,124 |
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 | $28,547 | $88,982-67.9% | $102,438-72.1% | $77,671-63.2% |
| Participation rate | 93.8% | 80.9%+12.9pp | 76.5%+17.3pp | 70.6%+23.2pp |
| Annual return | 14.14% | 25.01%-10.9pp | 29.37%-15.2pp | 31.21%-17.1pp |
| Employer contribution / active EE | $1,151 | $2,698-57.3% | $3,024-61.9% | $2,726-57.8% |
| Participant deferral / active EE | $3,843 | $5,144-25.3% | $5,054-24.0% | $4,648-17.3% |
| Admin fee / account holder | $228 | $236-3.2% | $9,448-97.6% | $430-47.0% |