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 | $4,720 |
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 | $38,646 | $47,448-18.5% | $94,993-59.3% | $62,292-38.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 14.85% | 22.64%-7.8pp | 27.12%-12.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,523 | $1,300+17.2% | $2,603-41.5% | $2,042-25.4% |
| Participant deferral / active EE | $3,637 | $2,375+53.2% | $3,317+9.6% | $3,169+14.8% |
| Admin fee / account holder | $23 | $434-94.8% | $4,960-99.5% | $479-95.3% |