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 | $15,204 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,577 | $50,898-57.6% | $171,082-87.4% | $55,167-60.9% |
| Participation rate | 76.3% | 63.3%+13.1pp | 76.7%-0.4pp | 69.0%+7.3pp |
| Annual return | 6.73% | 15.34%-8.6pp | 32.56%-25.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $1,433-100.0% | $4,002-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,434 | $2,994-52.1% | $4,797-70.1% | $3,054-53.1% |
| Admin fee / account holder | $125 | $500-75.0% | $8,520-98.5% | $504-75.2% |