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 | $16,984 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,171 | $58,264-7.0% | $86,612-37.5% | $71,457-24.2% |
| Participation rate | 79.8% | 65.0%+14.8pp | 71.7%+8.1pp | 67.9%+11.9pp |
| Annual return | 12.22% | 21.63%-9.4pp | 591.07%-578.8pp | 28.85%-16.6pp |
| Employer contribution / active EE | $1,544 | $2,574-40.0% | $3,022-48.9% | $2,588-40.3% |
| Participant deferral / active EE | $2,344 | $3,436-31.8% | $4,438-47.2% | $4,289-45.4% |
| Admin fee / account holder | $153 | $1,057-85.5% | $5,614-97.3% | $1,587-90.4% |