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 FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $2,083 |
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 | $87,595 | $65,041+34.7% | $90,951-3.7% | $79,858+9.7% |
| Participation rate | 72.4% | 61.6%+10.8pp | 69.0%+3.4pp | 69.6%+2.8pp |
| Annual return | 17.27% | 30.45%-13.2pp | 134.60%-117.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,961 | $2,512+17.9% | $3,373-12.2% | $3,740-20.8% |
| Admin fee / account holder | $35 | $4,536-99.2% | $5,959-99.4% | $5,306-99.3% |