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 | $31,487 |
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 | $26,331 | $36,916-28.7% | $156,549-83.2% | $57,658-54.3% |
| Participation rate | 78.0% | 63.4%+14.6pp | 84.0%-6.0pp | 70.2%+7.8pp |
| Annual return | 1.06% | 12.38%-11.3pp | 32.23%-31.2pp | 5.13%-4.1pp |
| Employer contribution / active EE | $693 | $1,571-55.9% | $5,501-87.4% | $1,974-64.9% |
| Participant deferral / active EE | $1,809 | $1,926-6.0% | $4,871-62.9% | $3,061-40.9% |
| Admin fee / account holder | $139 | $82+68.7% | $13,027-98.9% | $95+47.2% |