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 3-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 FIN. LIFE INSURANCE CO Service code 15 · EIN 36-6071399 | Recordkeeping | $14,568 |
Service code 15 · EIN 42-1484983 | Recordkeeping | $11,854 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,258 | $49,915-63.4% | $154,803-88.2% | $74,304-75.4% |
| Participation rate | 89.9% | 54.0%+36.0pp | 78.1%+11.8pp | 60.3%+29.6pp |
| Annual return | 37.11% | 34.06%+3.1pp | 58.88%-21.8pp | 29.43%+7.7pp |
| Employer contribution / active EE | $1,959 | $1,611+21.6% | $4,305-54.5% | $2,241-12.6% |
| Participant deferral / active EE | $3,251 | $2,255+44.2% | $5,540-41.3% | $3,767-13.7% |
| Admin fee / account holder | $222 | $2,189-89.9% | $14,329-98.5% | $2,969-92.5% |