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 7-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 | $28,609 |
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 | $23,760 | $62,132-61.8% | $185,823-87.2% | $73,488-67.7% |
| Participation rate | 78.6% | 67.8%+10.8pp | 78.0%+0.6pp | 70.7%+8.0pp |
| Annual return | 22.23% | 20.44%+1.8pp | 35.95%-13.7pp | 28.51%-6.3pp |
| Employer contribution / active EE | $1,317 | $1,681-21.7% | $4,087-67.8% | $2,270-42.0% |
| Participant deferral / active EE | $3,576 | $3,711-3.6% | $5,632-36.5% | $3,740-4.4% |
| Admin fee / account holder | $159 | $419-62.0% | $9,500-98.3% | $513-69.0% |