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 | $20,706 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,393 | $69,305-85.0% | $82,313-87.4% | $69,631-85.1% |
| Participation rate | 93.9% | 80.3%+13.7pp | 76.9%+17.0pp | 70.7%+23.2pp |
| Annual return | 19.69% | 21.47%-1.8pp | 25.88%-6.2pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $737 | $1,887-60.9% | $2,428-69.6% | $2,032-63.7% |
| Participant deferral / active EE | $2,289 | $3,568-35.8% | $3,706-38.2% | $3,224-29.0% |
| Admin fee / account holder | $42 | $97-56.3% | $5,608-99.2% | $110-61.6% |