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 | $3,145 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $87,899 | $42,546+106.6% | $71,796+22.4% | $55,167+59.3% |
| Participation rate | 75.2% | 59.1%+16.0pp | 69.1%+6.0pp | 69.0%+6.2pp |
| Annual return | 4.28% | 12.36%-8.1pp | 78.04%-73.8pp | 169.23%-164.9pp |
| Employer contribution / active EE | $1,242 | $803+54.6% | $1,924-35.4% | $1,963-36.7% |
| Participant deferral / active EE | $1,582 | $2,064-23.4% | $2,794-43.4% | $3,054-48.2% |
| Admin fee / account holder | $18 | $650-97.3% | $4,815-99.6% | $504-96.5% |