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 | $24,881 |
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 | $49,222 | $43,504+13.1% | $68,793-28.4% | $56,287-12.6% |
| Participation rate | 91.4% | 67.8%+23.6pp | 72.2%+19.2pp | 69.9%+21.6pp |
| Annual return | 3.84% | -3.15%+7.0pp | -4.63%+8.5pp | -9.96%+13.8pp |
| Employer contribution / active EE | $3,756 | $1,525+146.3% | $2,625+43.1% | $2,111+77.9% |
| Participant deferral / active EE | $1,935 | $2,509-22.9% | $3,311-41.6% | $3,350-42.2% |
| Admin fee / account holder | $157 | $515-69.5% | $5,131-96.9% | $521-69.8% |