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 9-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 | $16,573 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $16,361 |
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 | $17,409 | $72,607-76.0% | $90,749-80.8% | $66,914-74.0% |
| Participation rate | 88.0% | 73.7%+14.3pp | 75.7%+12.3pp | 69.8%+18.2pp |
| Annual return | -17.58% | -12.28%-5.3pp | -12.16%-5.4pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,676 | $2,369-29.3% | $2,921-42.6% | $2,544-34.1% |
| Participant deferral / active EE | $4,221 | $3,977+6.1% | $4,564-7.5% | $4,237-0.4% |
| Admin fee / account holder | $232 | $707-67.2% | $8,445-97.3% | $593-60.9% |