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 | $1,520 |
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 | $108,182 | $64,909+66.7% | $82,313+31.4% | $62,292+73.7% |
| Participation rate | 97.1% | 74.9%+22.2pp | 76.9%+20.2pp | 69.5%+27.6pp |
| Annual return | 14.35% | 21.18%-6.8pp | 25.88%-11.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $7,070 | $1,676+321.9% | $2,428+191.2% | $2,042+246.2% |
| Participant deferral / active EE | $2,453 | $3,103-21.0% | $3,706-33.8% | $3,169-22.6% |
| Admin fee / account holder | $9 | $440-98.0% | $5,608-99.8% | $479-98.2% |