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 | $1,450 |
Annual investment return 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 | $10,802 | $59,186-81.7% | $76,768-85.9% | $56,287-80.8% |
| Participation rate | 92.4% | 75.2%+17.2pp | 77.0%+15.5pp | 69.9%+22.6pp |
| Annual return | -7.27% | 6.62%-13.9pp | 2.43%-9.7pp | -9.96%+2.7pp |
| Employer contribution / active EE | $817 | $1,759-53.6% | $2,485-67.1% | $2,111-61.3% |
| Participant deferral / active EE | $1,792 | $3,255-44.9% | $3,852-53.5% | $3,350-46.5% |
| Admin fee / account holder | $24 | $489-95.2% | $6,675-99.6% | $521-95.5% |