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 | $2,260 |
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 | $116,441 | $100,041+16.4% | $149,718-22.2% | $70,131+66.0% |
| Participation rate | 90.1% | 83.6%+6.5pp | 87.1%+3.1pp | 69.5%+20.6pp |
| Annual return | 21.07% | 27.43%-6.4pp | 1501.63%-1480.6pp | 73.14%-52.1pp |
| Employer contribution / active EE | $3,357 | $3,662-8.3% | $5,445-38.4% | $2,342+43.3% |
| Participant deferral / active EE | $6,147 | $4,983+23.4% | $6,569-6.4% | $3,332+84.5% |
| Admin fee / account holder | $18 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |