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 | $13,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,231 | $51,197-13.6% | $82,719-46.5% | $66,914-33.9% |
| Participation rate | 80.0% | 67.8%+12.2pp | 72.6%+7.4pp | 69.8%+10.2pp |
| Annual return | -9.79% | -9.64%-0.2pp | 701.18%-711.0pp | 1.58%-11.4pp |
| Employer contribution / active EE | $1,489 | $2,611-43.0% | $3,009-50.5% | $2,544-41.5% |
| Participant deferral / active EE | $2,263 | $3,458-34.6% | $4,395-48.5% | $4,237-46.6% |
| Admin fee / account holder | $113 | $416-72.9% | $5,329-97.9% | $593-81.0% |