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 | $4,594 |
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 | $36,659 | $42,772-14.3% | $87,507-58.1% | $55,167-33.5% |
| Participation rate | 85.0% | 66.5%+18.5pp | 73.8%+11.2pp | 69.0%+16.0pp |
| Annual return | 10.43% | 21.20%-10.8pp | 12.21%-1.8pp | 169.23%-158.8pp |
| Employer contribution / active EE | $1,342 | $1,277+5.1% | $2,550-47.4% | $1,963-31.6% |
| Participant deferral / active EE | $3,462 | $2,342+47.8% | $3,149+9.9% | $3,054+13.4% |
| Admin fee / account holder | $26 | $461-94.3% | $4,221-99.4% | $504-94.8% |