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 | $21,409 |
LPL FINANCIAL1 year Service code 22 · EIN 95-2834236 | Insurance Broker | $0 |
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 | $44,561 | $63,764-30.1% | $81,930-45.6% | $79,858-44.2% |
| Participation rate | 84.0% | 67.5%+16.5pp | 72.0%+12.0pp | 69.6%+14.4pp |
| Annual return | 4.01% | 22.66%-18.7pp | 29.49%-25.5pp | 31.71%-27.7pp |
| Employer contribution / active EE | $2,239 | $1,795+24.7% | $4,310-48.1% | $2,471-9.4% |
| Participant deferral / active EE | $1,856 | $2,780-33.2% | $7,107-73.9% | $3,740-50.4% |
| Admin fee / account holder | $112 | $4,426-97.5% | $5,158-97.8% | $5,306-97.9% |