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 | $14,550 |
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 | $9,413 | $61,156-84.6% | $185,823-94.9% | $79,386-88.1% |
| Participation rate | 78.2% | 66.6%+11.6pp | 81.7%-3.5pp | 70.7%+7.5pp |
| Annual return | 25.09% | 19.45%+5.6pp | 122.05%-97.0pp | 116.85%-91.8pp |
| Employer contribution / active EE | $1,485 | $2,321-36.0% | $5,167-71.3% | $2,427-38.8% |
| Participant deferral / active EE | $403 | $2,789-85.5% | $5,568-92.8% | $4,046-90.0% |
| Admin fee / account holder | $43 | $710-94.0% | $16,237-99.7% | $626-93.2% |