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 | $24,132 |
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 | $33,032 | $57,065-42.1% | $75,670-56.3% | $70,131-52.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 5.87% | 23.57%-17.7pp | 27.34%-21.5pp | 73.14%-67.3pp |
| Employer contribution / active EE | $8,781 | $1,817+383.4% | $2,352+273.4% | $2,342+274.9% |
| Participant deferral / active EE | $2,427 | $2,580-5.9% | $3,142-22.7% | $3,332-27.1% |
| Admin fee / account holder | $109 | $3,825-97.2% | $5,800-98.1% | $4,645-97.7% |