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 | $14,799 |
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 | $26,322 | $52,884-50.2% | $84,750-68.9% | $55,167-52.3% |
| Participation rate | 79.4% | 67.5%+11.9pp | 76.6%+2.8pp | 69.0%+10.4pp |
| Annual return | 4.67% | 18.03%-13.4pp | 22.78%-18.1pp | 169.23%-164.6pp |
| Employer contribution / active EE | $3,362 | $2,233+50.5% | $3,574-5.9% | $1,963+71.3% |
| Participant deferral / active EE | $1,749 | $2,644-33.8% | $3,712-52.9% | $3,054-42.7% |
| Admin fee / account holder | $119 | $581-79.5% | $5,332-97.8% | $504-76.4% |