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 | $11,646 |
Participant contribution per participant 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 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 | $9,037 | $66,302-86.4% | $110,238-91.8% | $56,287-83.9% |
| Participation rate | 89.5% | 74.9%+14.6pp | 79.8%+9.7pp | 69.9%+19.7pp |
| Annual return | -4.31% | -1.18%-3.1pp | 314.74%-319.1pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,399 | $3,381-58.6% | $4,672-70.1% | $3,350-58.3% |
| Admin fee / account holder | $51 | $698-92.7% | $8,547-99.4% | $521-90.2% |