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 | $8,340 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,039 | $123,793-61.2% | $177,821-73.0% | $79,858-39.8% |
| Participation rate | 70.9% | 84.7%-13.8pp | 87.7%-16.8pp | 69.6%+1.3pp |
| Annual return | 16.02% | 22.82%-6.8pp | 48.32%-32.3pp | 31.71%-15.7pp |
| Employer contribution / active EE | $1,720 | $4,095-58.0% | $5,918-70.9% | $2,471-30.4% |
| Participant deferral / active EE | $3,084 | $5,956-48.2% | $7,714-60.0% | $3,740-17.5% |
| Admin fee / account holder | $71 | $7,243-99.0% | $12,427-99.4% | $5,306-98.7% |