See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $13,358 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,423 | $70,908-35.9% | $98,907-54.1% | $73,488-38.2% |
| Participation rate | 73.0% | 73.8%-0.7pp | 76.0%-3.0pp | 70.7%+2.4pp |
| Annual return | 61.19% | 34.17%+27.0pp | 196.43%-135.2pp | 28.51%+32.7pp |
| Employer contribution / active EE | $1,668 | $2,036-18.1% | $2,689-38.0% | $2,270-26.5% |
| Participant deferral / active EE | $3,413 | $3,500-2.5% | $4,244-19.6% | $3,740-8.7% |
| Admin fee / account holder | $63 | $535-88.2% | $6,642-99.0% | $513-87.7% |