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 | $890 |
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 | $28,054 | $58,726-52.2% | $92,233-69.6% | $62,292-55.0% |
| Participation rate | 80.1% | 68.3%+11.8pp | 76.5%+3.7pp | 69.5%+10.6pp |
| Annual return | 14.32% | 43.62%-29.3pp | 176.28%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $5,551 | $2,392+132.1% | $3,679+50.9% | $2,042+171.8% |
| Participant deferral / active EE | $3,368 | $2,766+21.8% | $3,897-13.6% | $3,169+6.3% |
| Admin fee / account holder | $3 | $556-99.5% | $5,194-99.9% | $479-99.4% |