See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 51 1150 SOUTH OLIVE ST · LOS ANGELES, CA 900152211 | Investment Mgmt Fees | $8,275 |
PRONVEST1 year Filed as: PRONVEST INC. Service code 26 · EIN 62-1823351 1110 MARKET STREET, SUIT 402 · CHATTANOOGA, TN 37402 | Advisory (Participants) | $6,911 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,310 | $121,341-80.8% | $189,513-87.7% | $79,386-70.6% |
| Participation rate | 84.5% | 86.1%-1.6pp | 87.8%-3.3pp | 70.7%+13.8pp |
| Annual return | 5.95% | 21.08%-15.1pp | 555.15%-549.2pp | 116.85%-110.9pp |
| Employer contribution / active EE | $346 | $3,915-91.2% | $6,162-94.4% | $2,427-85.7% |
| Participant deferral / active EE | $2,216 | $6,395-65.4% | $8,221-73.1% | $4,046-45.2% |
| Admin fee / account holder | $55 | $651-91.6% | $12,045-99.5% | $626-91.2% |