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 | $7,609 |
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 | $11,431 | $46,869-75.6% | $122,332-90.7% | $70,131-83.7% |
| Participation rate | 93.8% | 58.2%+35.6pp | 71.6%+22.1pp | 69.5%+24.2pp |
| Annual return | 11.86% | 24.22%-12.4pp | 30.27%-18.4pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,371 | $1,288+84.1% | $4,050-41.5% | $2,342+1.2% |
| Participant deferral / active EE | $1,785 | $2,166-17.6% | $3,287-45.7% | $3,332-46.4% |
| Admin fee / account holder | $56 | $3,322-98.3% | $5,478-99.0% | $4,645-98.8% |