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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $9,528 |
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 | $21,726 | $36,767-40.9% | $81,478-73.3% | $62,292-65.1% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 54.18% | 173.80%-119.6pp | 38.78%+15.4pp | 28.90%+25.3pp |
| Employer contribution / active EE | $836 | $1,128-25.9% | $2,568-67.4% | $2,042-59.1% |
| Participant deferral / active EE | $2,517 | $2,111+19.3% | $3,537-28.8% | $3,169-20.6% |
| Admin fee / account holder | $64 | $797-91.9% | $4,561-98.6% | $479-86.6% |