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 | $1,950 |
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 | $51,639 | $63,114-18.2% | $92,893-44.4% | $65,185-20.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 20.23% | 28.75%-8.5pp | 109.41%-89.2pp | 29.38%-9.1pp |
| Employer contribution / active EE | $6,316 | $2,571+145.7% | $3,653+72.9% | $2,177+190.2% |
| Participant deferral / active EE | $3,648 | $3,108+17.4% | $4,236-13.9% | $3,514+3.8% |
| Admin fee / account holder | $9 | $624-98.5% | $5,794-99.8% | $847-98.9% |